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Principal Securities’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-97
Closed -$7.36K – 3743
2025
Q1 		$7.36K Hold
97
– – ﹤0.01% 2646
2024
Q4 		$7.36K Buy
+97
New +$7.56K ﹤0.01% 2643

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principal Securities's DTD Position: Q2 2025 in Review

Principal Securities sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 97 shares — an estimated $7.36K sold.

Principal Securities first reported a position in DTD in Q4 2024 and held it in 2 quarters. The position peaked at $7.36K in Q1 2025. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • Principal Securities reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 97 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $7.36K.
  • Principal Securities first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Principal Securities's WisdomTree US Total Dividend Fund position peaked at $7.36K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.