N.E.W. Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

N.E.W. Advisory Services’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Buy	182 +1	+0.6%	+$91	﹤0.01%	562
2026 Q1	$15.6K	Buy	181 +1	+0.6%	+$88	﹤0.01%	547
2025 Q4	$15.3K	Buy	180 +1	+0.6%	+$84	﹤0.01%	548
2025 Q3	$15.1K	Buy	179 +1	+0.6%	+$82	﹤0.01%	511
2025 Q2	$14.2K	Buy	178 +1	+0.6%	+$76	﹤0.01%	510
2025 Q1	$13.7K	Buy	+177	New	+$13.7K	﹤0.01%	554

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

N.E.W. Advisory Services's DTD Position: Q2 2026 in Review

N.E.W. Advisory Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.55% in Q2 2026, buying an estimated $91 and bringing the position to 182 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

N.E.W. Advisory Services first reported a position in DTD in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

N.E.W. Advisory Services held 182 shares of WisdomTree US Total Dividend Fund worth $17K as of Q2 2026.
N.E.W. Advisory Services bought 1 WisdomTree US Total Dividend Fund share in Q2 2026, an estimated $91.
WisdomTree US Total Dividend Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #562 holding.
N.E.W. Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.