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

Sandy Cove 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 		$466K Buy
4,997
+25
+0.5% +$2.28K 0.12% 95
2026
Q1 		$429K Buy
4,972
+21
+0.4% +$1.84K 0.13% 90
2025
Q4 		$420K Sell
4,951
-117
-2% -$9.86K 0.12% 93
2025
Q3 		$426K Sell
5,068
-98
-2% -$8.03K 0.14% 88
2025
Q2 		$411K Sell
5,166
-229
-4% -$17.3K 0.15% 82
2025
Q1 		$415K Sell
5,395
-495
-8% -$38.4K 0.17% 76
2024
Q4 		$447K Sell
5,890
-386
-6% -$30.1K 0.18% 73
2024
Q3 		$481K Buy
6,276
+33
+0.5% +$2.43K 0.2% 68
2024
Q2 		$442K Sell
6,243
-129
-2% -$8.98K 0.2% 73
2024
Q1 		$451K Sell
6,372
-245
-4% -$16.5K 0.21% 72
2023
Q4 		$433K Buy
6,617
+49
+0.7% +$3.02K 0.22% 73
2023
Q3 		$395K Buy
6,568
+42
+0.6% +$2.62K 0.23% 74
2023
Q2 		$405K Buy
6,526
+39
+0.6% +$2.36K 0.23% 74
2023
Q1 		$393K Buy
6,487
+40
+0.6% +$2.44K 0.28% 58
2022
Q4 		$391K Sell
6,447
-958
-13% -$57.5K 0.32% 47
2022
Q3 		$402K Buy
7,405
+54
+0.7% +$3.22K 0.36% 44
2022
Q2 		$426K Buy
7,351
+56
+0.8% +$3.45K 0.39% 46
2022
Q1 		$471K Buy
7,295
+27
+0.4% +$1.72K 0.39% 44
2021
Q4 		$471K Buy
+7,268
New +$452K 0.4% 43

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Sandy Cove Advisors's DTD Position: Q2 2026 in Review

Sandy Cove Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.5% in Q2 2026, buying an estimated $2.28K and bringing the position to 4,997 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #95.

Sandy Cove Advisors first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. The position peaked at $481K in Q3 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Sandy Cove Advisors held 4,997 shares of WisdomTree US Total Dividend Fund worth $466K as of Q2 2026.
  • Sandy Cove Advisors bought 25 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $2.28K.
  • WisdomTree US Total Dividend Fund made up 0.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #95 holding.
  • Sandy Cove Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's WisdomTree US Total Dividend Fund position peaked at $481K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.