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O'Shaughnessy Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

O'Shaughnessy Asset Management’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 		$11.9K Buy
+138
New +$12.1K ﹤0.01% 2394
2024
Q1 		– Sell
-140
Closed -$9.15K – 1891
2023
Q4 		$9.15K Hold
140
– – ﹤0.01% 1650
2023
Q3 		$8.42K Hold
140
– – ﹤0.01% 1548
2023
Q2 		$8.69K Hold
140
– – ﹤0.01% 1439
2023
Q1 		$8.48K Hold
140
– – ﹤0.01% 1425
2022
Q4 		$8.49K Sell
140
-142
-50% -$8.52K ﹤0.01% 1340
2022
Q3 		$15K Hold
282
– – ﹤0.01% 1280
2022
Q2 		$16K Buy
+282
New +$17.4K ﹤0.01% 1207

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return