Sanctuary Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sanctuary Advisors’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	$630K	Sell	6,761 -143,032	-95%	-$13.1M	﹤0.01%	1799
2026 Q1	$12.9M	Buy	149,793 +81,042	+118%	+$7.12M	0.07%	304
2025 Q4	$5.84M	Buy	68,751 +3,574	+5%	+$301K	0.03%	501
2025 Q3	$5.47M	Buy	65,177 +3,062	+5%	+$251K	0.03%	504
2025 Q2	$4.94M	Buy	62,115 +3,701	+6%	+$280K	0.03%	511
2025 Q1	$4.49M	Buy	58,414 +4,495	+8%	+$349K	0.03%	493
2024 Q4	$4.25M	Buy	53,919 +49,660	+1,166%	+$3.87M	0.03%	557
2024 Q3	$340K	Sell	4,259 -644	-13%	-$47.4K	﹤0.01%	1922
2024 Q2	$335K	Buy	+4,903	New	+$341K	﹤0.01%	1900

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

Sanctuary Advisors's DTD Position: Q2 2026 in Review

Sanctuary Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 95% in Q2 2026, selling an estimated $13.1M and leaving 6,761 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Sanctuary Advisors first reported a position in DTD in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.9M in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Sanctuary Advisors held 6,761 shares of WisdomTree US Total Dividend Fund worth $630K as of Q2 2026.
Sanctuary Advisors sold 143,032 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $13.1M.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1799 holding.
Sanctuary Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree US Total Dividend Fund position peaked at $12.9M in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.