Rockefeller Capital Management
DTD icon

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

Rockefeller 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
Q1 		$2.57M Buy
29,796
+104
+0.4% +$9.14K ﹤0.01% 1192
2025
Q4 		$2.52M Buy
29,692
+136
+0.5% +$11.5K ﹤0.01% 1161
2025
Q3 		$2.48M Sell
29,556
-209
-0.7% -$17.1K ﹤0.01% 1082
2025
Q2 		$2.37M Buy
29,765
+141
+0.5% +$10.7K 0.01% 1059
2025
Q1 		$2.28M Buy
29,624
+110
+0.4% +$8.54K 0.01% 984
2024
Q4 		$2.24M Sell
29,514
-506
-2% -$39.4K 0.01% 978
2024
Q3 		$2.3M Sell
30,020
-89
-0.3% -$6.55K 0.01% 949
2024
Q2 		$2.13M Buy
30,109
+145
+0.5% +$10.1K 0.01% 955
2024
Q1 		$2.12M Buy
29,964
+116
+0.4% +$7.8K 0.01% 989
2023
Q4 		$1.95M Buy
29,848
+2,322
+8% +$143K 0.01% 921
2023
Q3 		$1.66M Buy
27,526
+165
+0.6% +$10.3K 0.01% 901
2023
Q2 		$1.7M Buy
27,361
+162
+0.6% +$9.81K 0.01% 905
2023
Q1 		$1.65M Buy
27,199
+20,907
+332% +$1.28M 0.01% 887
2022
Q4 		$381K Buy
6,292
+20
+0.3% +$1.2K ﹤0.01% 1376
2022
Q3 		$340K Hold
6,272
– – ﹤0.01% 1414
2022
Q2 		$363K Hold
6,272
– – ﹤0.01% 1388
2022
Q1 		$404K Sell
6,272
-1,492
-19% -$95K ﹤0.01% 1400
2021
Q4 		$502K Hold
7,764
– – ﹤0.01% 1313
2021
Q3 		$455K Buy
7,764
+1,492
+24% +$90.2K ﹤0.01% 1299
2021
Q2 		$371K Buy
6,272
+5,400
+619% +$318K ﹤0.01% 1310
2021
Q1 		$49K Hold
872
– – ﹤0.01% 1899
2020
Q4 		$45K Hold
872
– – ﹤0.01% 1717
2020
Q3 		$40K Hold
872
– – ﹤0.01% 1571
2020
Q2 		$39K Hold
872
– – ﹤0.01% 1470
2020
Q1 		$34K Buy
872
+166
+24% +$8.04K ﹤0.01% 1347
2019
Q4 		$37K Buy
+706
New +$35.9K ﹤0.01% 1223

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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

Rockefeller Capital Management's DTD Position: Q1 2026 in Review

Rockefeller Capital Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.35% in Q1 2026, buying an estimated $9.14K and bringing the position to 29,796 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Rockefeller Capital Management first reported a position in DTD in Q4 2019 and has held it in 26 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Rockefeller Capital Management held 29,796 shares of WisdomTree US Total Dividend Fund worth $2.57M as of Q1 2026.
  • Rockefeller Capital Management bought 104 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $9.14K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1192 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.