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NewEdge Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

NewEdge Advisors’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 		$303K Sell
3,249
-233
-7% -$21.3K ﹤0.01% 2478
2026
Q1 		$301K Sell
3,482
-59
-2% -$5.18K ﹤0.01% 2339
2025
Q4 		$301K Sell
3,541
-22
-0.6% -$1.85K ﹤0.01% 2304
2025
Q3 		$299K Sell
3,563
-53
-1% -$4.34K ﹤0.01% 2177
2025
Q2 		$288K Sell
3,616
-59
-2% -$4.47K ﹤0.01% 2043
2025
Q1 		$283K Sell
3,675
-34
-0.9% -$2.64K ﹤0.01% 1936
2024
Q4 		$281K Buy
3,709
+310
+9% +$24.2K ﹤0.01% 1915
2024
Q3 		$261K Sell
3,399
-4,880
-59% -$359K ﹤0.01% 1886
2024
Q2 		$586K Buy
8,279
+306
+4% +$21.3K ﹤0.01% 1324
2024
Q1 		$564K Sell
7,973
-2,389
-23% -$161K ﹤0.01% 1272
2023
Q4 		$677K Sell
10,362
-11,754
-53% -$723K 0.01% 1137
2023
Q3 		$1.33M Sell
22,116
-1,393
-6% -$87K 0.01% 741
2023
Q2 		$1.46M Buy
23,509
+23,271
+9,778% +$1.41M 0.02% 707
2023
Q1 		$14.4K Hold
238
– – ﹤0.01% 2448
2022
Q4 		$14 Buy
+238
New +$14.3K ﹤0.01% 3657
2020
Q1 		– Sell
-4,992
Closed -$263K – 815
2019
Q4 		$263K Buy
+4,992
New +$254K 0.01% 698
2017
Q3 		– Sell
-290
Closed -$12.3K – 560
2017
Q2 		$12.3K Buy
+290
New +$12.3K ﹤0.01% 886

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

NewEdge Advisors's DTD Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 6.7% in Q2 2026, selling an estimated $21.3K and leaving 3,249 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

NewEdge Advisors first reported a position in DTD in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • NewEdge Advisors held 3,249 shares of WisdomTree US Total Dividend Fund worth $303K as of Q2 2026.
  • NewEdge Advisors sold 233 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $21.3K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2478 holding.
  • NewEdge Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's WisdomTree US Total Dividend Fund position peaked at $1.46M in Q2 2023.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.