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

Panoramic Investment 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 Q1	$1.04M	Buy	12,066 +270	+2%	+$23.7K	0.56%	46
2025 Q4	$1M	Buy	11,796 +223	+2%	+$18.8K	0.54%	49
2025 Q3	$972K	Buy	11,573 +1	+0%	+$82	0.55%	46
2025 Q2	$920K	Buy	11,572 +189	+2%	+$14.3K	0.57%	44
2025 Q1	$876K	Buy	11,383 +107	+0.9%	+$8.31K	0.59%	45
2024 Q4	$855K	Buy	11,276 +688	+6%	+$53.6K	0.56%	46
2024 Q3	$812K	Buy	+10,588	New	+$779K	0.56%	42
2024 Q1	$732K	Sell	10,345 -52	-0.5%	-$3.5K	0.54%	45
2023 Q4	$680K	Buy	10,397 +52	+0.5%	+$3.2K	0.59%	46
2023 Q3	$622K	Buy	+10,345	New	+$646K	0.57%	47
2022 Q4	$597K	Buy	+9,839	New	+$590K	0.61%	45

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

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

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

Panoramic Investment Advisors's DTD Position: Q1 2026 in Review

Panoramic Investment Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 2.3% in Q1 2026, buying an estimated $23.7K and bringing the position to 12,066 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #46.

Panoramic Investment Advisors first reported a position in DTD in Q4 2022 and has held it in 11 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Panoramic Investment Advisors held 12,066 shares of WisdomTree US Total Dividend Fund worth $1.04M as of Q1 2026.
Panoramic Investment Advisors bought 270 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $23.7K.
WisdomTree US Total Dividend Fund made up 0.56% of Panoramic Investment Advisors's portfolio in Q1 2026, its #46 holding.
Panoramic Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 11 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.