Rehmann Capital Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Rehmann Capital Advisory Group’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	$272K	Hold	3,154	–	–	0.01%	575
2025 Q4	$268K	Sell	3,154 -500	-14%	-$42.1K	0.01%	558
2025 Q3	$307K	Hold	3,654	–	–	0.02%	497
2025 Q2	$291K	Sell	3,654 -300	-8%	-$22.7K	0.02%	481
2025 Q1	$304K	Hold	3,954	–	–	0.02%	475
2024 Q4	$300K	Hold	3,954	–	–	0.02%	471
2024 Q3	$303K	Hold	3,954	–	–	0.02%	462
2024 Q2	$280K	Hold	3,954	–	–	0.02%	465
2024 Q1	$280K	Hold	3,954	–	–	0.02%	465
2023 Q4	$259K	Hold	3,954	–	–	0.02%	473
2023 Q3	$238K	Hold	3,954	–	–	0.02%	456
2023 Q2	$246K	Hold	3,954	–	–	0.02%	473
2023 Q1	$240K	Hold	3,954	–	–	0.02%	477
2022 Q4	$240K	Hold	3,954	–	–	0.02%	477
2022 Q3	$215K	Hold	3,954	–	–	0.02%	466
2022 Q2	$229K	Hold	3,954	–	–	0.03%	435
2022 Q1	$255K	Hold	3,954	–	–	0.02%	437
2021 Q4	$256K	Hold	3,954	–	–	0.02%	472
2021 Q3	$232K	Sell	3,954 -300	-7%	-$18.1K	0.02%	496
2021 Q2	$252K	Hold	4,254	–	–	0.02%	476
2021 Q1	$240K	Sell	4,254 -394	-8%	-$21.3K	0.02%	463
2020 Q4	$244K	Buy	4,648 +4	+0.1%	+$199	0.03%	426
2020 Q3	$218K	Buy	+4,644	New	+$218K	0.03%	386
2020 Q2	–	Sell	-120,634	Closed	-$4.72M	–	425
2020 Q1	$4.72M	Buy	+120,634	New	+$5.85M	0.77%	24
2019 Q3	$6.71M	Buy	+309,088	New	+$15.1M	0.81%	12

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 $377B AUM 19.32% 1-Year Est. Return

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Rehmann Capital Advisory Group's DTD Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 3,154 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #575.

Rehmann Capital Advisory Group first reported a position in DTD in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.71M in Q3 2019. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Rehmann Capital Advisory Group held 3,154 shares of WisdomTree US Total Dividend Fund worth $272K as of Q1 2026.
Rehmann Capital Advisory Group left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #575 holding.
Rehmann Capital Advisory Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2019 and has held it in 25 quarters since.
Rehmann Capital Advisory Group's WisdomTree US Total Dividend Fund position peaked at $6.71M in Q3 2019.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.