PCA Investment Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

PCA Investment Advisory Services’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	$1.15M	Buy	12,375 +59	+0.5%	+$5.39K	0.32%	39
2026 Q1	$1.06M	Hold	12,316	–	–	0.35%	38
2025 Q4	$1.05M	Hold	12,316	–	–	0.37%	37
2025 Q3	$1.03M	Hold	12,316	–	–	0.38%	37
2025 Q2	$979K	Hold	12,316	–	–	0.41%	36
2025 Q1	$948K	Hold	12,316	–	–	0.5%	34
2024 Q4	$934K	Sell	12,316 -977	-7%	-$76.1K	0.43%	38
2024 Q3	$1.02M	Hold	13,293	–	–	0.48%	35
2024 Q2	$942K	Hold	13,293	–	–	0.49%	36
2024 Q1	$940K	Hold	13,293	–	–	0.53%	35
2023 Q4	$869K	Sell	13,293 -528	-4%	-$32.5K	0.57%	34
2023 Q3	$832K	Hold	13,821	–	–	0.59%	35
2023 Q2	$858K	Sell	13,821 -25	-0.2%	-$1.51K	0.51%	35
2023 Q1	$839K	Buy	+13,846	New	+$846K	0.59%	34

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

PCA Investment Advisory Services's DTD Position: Q2 2026 in Review

PCA Investment Advisory Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.48% in Q2 2026, buying an estimated $5.39K and bringing the position to 12,375 shares worth $1.15M. The position accounts for 0.32% of the portfolio, ranked #39.

PCA Investment Advisory Services first reported a position in DTD in Q1 2023 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

PCA Investment Advisory Services held 12,375 shares of WisdomTree US Total Dividend Fund worth $1.15M as of Q2 2026.
PCA Investment Advisory Services bought 59 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $5.39K.
WisdomTree US Total Dividend Fund made up 0.32% of PCA Investment Advisory Services's portfolio in Q2 2026, its #39 holding.
PCA Investment Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and has held it in 14 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.