Pathstone Holdings
DTD icon

Pathstone Holdings’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pathstone Holdings’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 		$4.5M Hold
52,074
– – 0.02% 608
2025
Q4 		$4.42M Hold
52,074
– – 0.02% 616
2025
Q3 		$4.37M Sell
52,074
-1,162
-2% -$95.2K 0.02% 607
2025
Q2 		$4.23M Sell
53,236
-526
-1% -$39.8K 0.02% 608
2025
Q1 		$4.14M Sell
53,762
-4,670
-8% -$363K 0.02% 626
2024
Q4 		$4.43M Sell
58,432
-256
-0.4% -$19.9K 0.02% 586
2024
Q3 		$4.5M Sell
58,688
-214
-0.4% -$15.8K 0.02% 585
2024
Q2 		$4.17M Buy
58,902
+4,423
+8% +$308K 0.02% 591
2024
Q1 		$3.85M Hold
54,479
– – 0.02% 617
2023
Q4 		$3.56M Buy
+54,479
New +$3.35M 0.02% 529

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $223M 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