NorthRock Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-670	Closed	-$51.6K	–	729
2025 Q1	$51.6K	Buy	+670	New	+$52K	﹤0.01%	681

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NorthRock Partners's DTD Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 670 shares — an estimated $51.6K sold.

NorthRock Partners first reported a position in DTD in Q1 2025 and held it in 1 quarter. The position peaked at $51.6K in Q1 2025. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

NorthRock Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 670 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $51.6K.
NorthRock Partners first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and held it in 1 quarter.
NorthRock Partners's WisdomTree US Total Dividend Fund position peaked at $51.6K in Q1 2025.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.