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 Q2	$1.13M	Buy	12,121 +55	+0.5%	+$5.02K	0.54%	47
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 $1.55T 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

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

Panoramic Investment Advisors's DTD Position: Q2 2026 in Review

Panoramic Investment Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.46% in Q2 2026, buying an estimated $5.02K and bringing the position to 12,121 shares worth $1.13M. The position accounts for 0.54% of the portfolio, ranked #47.

Panoramic Investment Advisors first reported a position in DTD in Q4 2022 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Panoramic Investment Advisors held 12,121 shares of WisdomTree US Total Dividend Fund worth $1.13M as of Q2 2026.
Panoramic Investment Advisors bought 55 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $5.02K.
WisdomTree US Total Dividend Fund made up 0.54% of Panoramic Investment Advisors's portfolio in Q2 2026, its #47 holding.
Panoramic Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 12 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.