Pittenger & Anderson Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pittenger & Anderson Inc’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	$99.8K	Hold	1,070	–	–	﹤0.01%	277
2026 Q1	$92.4K	Sell	1,070 -230	-18%	-$20.2K	﹤0.01%	277
2025 Q4	$110K	Sell	1,300 -775	-37%	-$65.3K	﹤0.01%	262
2025 Q3	$174K	Sell	2,075 -480	-19%	-$39.3K	0.01%	232
2025 Q2	$203K	Sell	2,555 -1,435	-36%	-$109K	0.01%	216
2025 Q1	$307K	Hold	3,990	–	–	0.01%	195
2024 Q4	$303K	Sell	3,990 -675	-14%	-$52.6K	0.01%	207
2024 Q3	$358K	Buy	+4,665	New	+$343K	0.01%	202
2020 Q3	–	Sell	-420	Closed	-$19K	–	369
2020 Q2	$19K	Hold	420	–	–	﹤0.01%	283
2020 Q1	$16K	Hold	420	–	–	﹤0.01%	281
2019 Q4	$22K	Hold	420	–	–	﹤0.01%	298
2019 Q3	$21K	Hold	420	–	–	﹤0.01%	299
2019 Q2	$20K	Buy	+420	New	+$20.1K	﹤0.01%	296

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

Pittenger & Anderson Inc's DTD Position: Q2 2026 in Review

Pittenger & Anderson Inc held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 1,070 shares worth $99.8K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Pittenger & Anderson Inc first reported a position in DTD in Q2 2019 and has held it in 13 quarters since. The position peaked at $358K in Q3 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Pittenger & Anderson Inc held 1,070 shares of WisdomTree US Total Dividend Fund worth $99.8K as of Q2 2026.
Pittenger & Anderson Inc left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #277 holding.
Pittenger & Anderson Inc first reported a position in WisdomTree US Total Dividend Fund in Q2 2019 and has held it in 13 quarters since.
Pittenger & Anderson Inc's WisdomTree US Total Dividend Fund position peaked at $358K in Q3 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.