Quartz Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Quartz Partners’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	$614K	Buy	6,582 +527	+9%	+$48.1K	0.2%	92
2026 Q1	$523K	Buy	6,055 +452	+8%	+$39.7K	0.2%	94
2025 Q4	$476K	Buy	5,603 +206	+4%	+$17.4K	0.18%	101
2025 Q3	$453K	Buy	5,397 +296	+6%	+$24.3K	0.16%	118
2025 Q2	$406K	Sell	5,101 -191	-4%	-$14.5K	0.19%	116
2025 Q1	$407K	Buy	5,292 +103	+2%	+$8K	0.25%	94
2024 Q4	$394K	Buy	5,189 +155	+3%	+$12.1K	0.24%	108
2024 Q3	$386K	Buy	+5,034	New	+$370K	0.24%	110

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

Quartz Partners's DTD Position: Q2 2026 in Review

Quartz Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 8.7% in Q2 2026, buying an estimated $48.1K and bringing the position to 6,582 shares worth $614K. The position accounts for 0.2% of the portfolio, ranked #92.

Quartz Partners first reported a position in DTD in Q3 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Quartz Partners held 6,582 shares of WisdomTree US Total Dividend Fund worth $614K as of Q2 2026.
Quartz Partners bought 527 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $48.1K.
WisdomTree US Total Dividend Fund made up 0.2% of Quartz Partners's portfolio in Q2 2026, its #92 holding.
Quartz Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and has held it in 8 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.