Private Trust Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Private Trust Company’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	$66.6K	Buy	+714	New	+$65.2K	0.01%	1242

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

Private Trust Company's DTD Position: Q2 2026 in Review

Private Trust Company opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 714 shares worth $66.6K. The stake represents 0.01% of the portfolio and ranks #1242 among its holdings.

212 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Private Trust Company held 714 shares of WisdomTree US Total Dividend Fund worth $66.6K as of Q2 2026.
WisdomTree US Total Dividend Fund was a new Private Trust Company position in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1242 holding.
212 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.