Raymond James Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Raymond James Financial’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 Q1	$23.6M	Buy	273,140 +13,828	+5%	+$1.21M	0.01%	1345
2025 Q4	$22M	Buy	259,312 +19,534	+8%	+$1.65M	0.01%	1374
2025 Q3	$20.1M	Buy	239,778 +11,210	+5%	+$918K	0.01%	1408
2025 Q2	$18.2M	Buy	228,568 +18,094	+9%	+$1.37M	0.01%	1443
2025 Q1	$16.2M	Buy	210,474 +20,630	+11%	+$1.6M	0.01%	1470
2024 Q4	$14.4M	Buy	+189,844	New	+$14.8M	0.01%	1555

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial's DTD Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree US Total Dividend Fund (DTD) stake by 5.3% in Q1 2026, buying an estimated $1.21M and bringing the position to 273,140 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #1345.

Raymond James Financial first reported a position in DTD in Q4 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Raymond James Financial held 273,140 shares of WisdomTree US Total Dividend Fund worth $23.6M as of Q1 2026.
Raymond James Financial bought 13,828 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.21M.
WisdomTree US Total Dividend Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1345 holding.
Raymond James Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.