Parallel Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $53.3K | Buy |
571
+1
| +0.2% | +$91 | ﹤0.01% | 2099 |
|
|
2026
Q1 | $49.3K | Hold |
570
| – | – | ﹤0.01% | 2003 |
|
|
2025
Q4 | $48.4K | Buy |
570
+1
| +0.2% | +$84 | ﹤0.01% | 1863 |
|
|
2025
Q3 | $47.9K | Hold |
569
| – | – | ﹤0.01% | 1824 |
|
|
2025
Q2 | $45.3K | Hold |
569
| – | – | ﹤0.01% | 1779 |
|
|
2025
Q1 | $43.8K | Buy |
569
+1
| +0.2% | +$78 | ﹤0.01% | 1714 |
|
|
2024
Q4 | $43.1K | Buy |
568
+1
| +0.2% | +$78 | ﹤0.01% | 1720 |
|
|
2024
Q3 | $43.5K | Hold |
567
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q2 | $40.2K | Sell |
567
-185
| -25% | -$12.9K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $53.2K | Hold |
752
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q4 | $49.1K | Sell |
752
-281
| -27% | -$17.3K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $62.2K | Sell |
1,033
-965
| -48% | -$60.3K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $124K | Hold |
1,998
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $121K | Sell |
1,998
-3,800
| -66% | -$232K | ﹤0.01% | 970 |
|
|
2022
Q4 | $352K | Buy |
5,798
+3,800
| +190% | +$228K | 0.02% | 505 |
|
|
2022
Q3 | $108K | Hold |
1,998
| – | – | 0.01% | 936 |
|
|
2022
Q2 | $116K | Hold |
1,998
| – | – | 0.01% | 903 |
|
|
2022
Q1 | $131K | Hold |
1,998
| – | – | 0.01% | 881 |
|
|
2021
Q4 | $129K | Hold |
1,998
| – | – | ﹤0.01% | 907 |
|
|
2021
Q3 | $117K | Hold |
1,998
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $118K | Hold |
1,998
| – | – | 0.01% | 886 |
|
|
2021
Q1 | $113K | Hold |
1,998
| – | – | 0.01% | 835 |
|
|
2020
Q4 | $105K | Sell |
1,998
-2,742
| -58% | -$137K | 0.01% | 792 |
|
|
2020
Q3 | $223K | Sell |
4,740
-260
| -5% | -$12.2K | 0.01% | 527 |
|
|
2020
Q2 | $225K | Hold |
5,000
| – | – | 0.01% | 503 |
|
|
2020
Q1 | $195K | Hold |
5,000
| – | – | 0.02% | 448 |
|
|
2019
Q4 | $264K | Hold |
5,000
| – | – | 0.02% | 423 |
|
|
2019
Q3 | $248K | Hold |
5,000
| – | – | 0.02% | 416 |
|
|
2019
Q2 | $243K | Hold |
5,000
| – | – | 0.02% | 390 |
|
|
2019
Q1 | $237K | Hold |
5,000
| – | – | 0.03% | 361 |
|
|
2018
Q4 | $211K | Hold |
5,000
| – | – | 0.03% | 343 |
|
|
2018
Q3 | $240K | Hold |
5,000
| – | – | 0.03% | 347 |
|
|
2018
Q2 | $227K | Hold |
5,000
| – | – | 0.03% | 319 |
|
|
2018
Q1 | $223K | Hold |
5,000
| – | – | 0.03% | 300 |
|
|
2017
Q4 | $232K | Hold |
5,000
| – | – | 0.04% | 293 |
|
|
2017
Q3 | $224K | Hold |
5,000
| – | – | 0.04% | 296 |
|
|
2017
Q2 | $216K | Hold |
5,000
| – | – | 0.04% | 303 |
|
|
2017
Q1 | $210K | Hold |
5,000
| – | – | 0.04% | 290 |
|
|
2016
Q4 | $203K | Buy |
+5,000
| New | +$197K | 0.05% | 251 |
|
Other funds holding DTD
6F
CWM
PFG
KAS
RPGK
Parallel Advisors's DTD Position: Q2 2026 in Review
Parallel Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.18% in Q2 2026, buying an estimated $91 and bringing the position to 571 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.
Parallel Advisors first reported a position in DTD in Q4 2016 and has held it in 39 quarters since. The position peaked at $352K in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.
- Parallel Advisors held 571 shares of WisdomTree US Total Dividend Fund worth $53.3K as of Q2 2026.
- Parallel Advisors bought 1 WisdomTree US Total Dividend Fund share in Q2 2026, an estimated $91.
- WisdomTree US Total Dividend Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2099 holding.
- Parallel Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and has held it in 39 quarters since.
- Parallel Advisors's WisdomTree US Total Dividend Fund position peaked at $352K in Q4 2022.
- 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.
Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.