Optima Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Optima Capital’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 Q1	–	Sell	-92	Closed	-$7.8K	–	470
2025 Q4	$7.8K	Buy	+92	New	+$7.75K	﹤0.01%	553
2025 Q1	–	Sell	-5,408	Closed	-$410K	–	146
2024 Q4	$410K	Buy	+5,408	New	+$421K	0.28%	95

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

RPGK

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

KAS

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

Optima Capital's DTD Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 92 shares — an estimated $7.8K sold.

Optima Capital first reported a position in DTD in Q4 2024 and held it in 2 quarters. The position peaked at $410K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Optima Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 92 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $7.8K.
Optima Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and held it in 2 quarters.
Optima Capital's WisdomTree US Total Dividend Fund position peaked at $410K in Q4 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.