Quantinno Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Quantinno Capital Management’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	$402K	Sell	4,311 -1,911	-31%	-$174K	﹤0.01%	3083
2026 Q1	$537K	Sell	6,222 -1,914	-24%	-$168K	﹤0.01%	2668
2025 Q4	$691K	Buy	8,136 +941	+13%	+$79.3K	﹤0.01%	2098
2025 Q3	$604K	Buy	7,195 +2,691	+60%	+$220K	﹤0.01%	1849
2025 Q2	$358K	Buy	+4,504	New	+$341K	﹤0.01%	1893

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

Quantinno Capital Management's DTD Position: Q2 2026 in Review

Quantinno Capital Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 31% in Q2 2026, selling an estimated $174K and leaving 4,311 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Quantinno Capital Management first reported a position in DTD in Q2 2025 and has held it in 5 quarters since. The position peaked at $691K in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Quantinno Capital Management held 4,311 shares of WisdomTree US Total Dividend Fund worth $402K as of Q2 2026.
Quantinno Capital Management sold 1,911 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $174K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3083 holding.
Quantinno Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Quantinno Capital Management's WisdomTree US Total Dividend Fund position peaked at $691K in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.