SCTC
DTD icon

Sanibel Captiva Trust Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sanibel Captiva Trust Company’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 		$639K Hold
6,850
– – 0.02% 297
2026
Q1 		$592K Hold
6,850
– – 0.02% 287
2025
Q4 		$581K Hold
6,850
– – 0.02% 279
2025
Q3 		$575K Hold
6,850
– – 0.02% 276
2025
Q2 		$545K Hold
6,850
– – 0.02% 273
2025
Q1 		$527K Hold
6,850
– – 0.02% 267
2024
Q4 		$520K Hold
6,850
– – 0.02% 267
2024
Q3 		$525K Hold
6,850
– – 0.02% 269
2024
Q2 		$485K Hold
6,850
– – 0.02% 260
2024
Q1 		$484K Hold
6,850
– – 0.02% 259
2023
Q4 		$448K Buy
+6,850
New +$422K 0.02% 248

Other funds holding DTD

6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Sanibel Captiva Trust Company's DTD Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 6,850 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #297.

Sanibel Captiva Trust Company first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Sanibel Captiva Trust Company held 6,850 shares of WisdomTree US Total Dividend Fund worth $639K as of Q2 2026.
  • Sanibel Captiva Trust Company left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #297 holding.
  • Sanibel Captiva Trust Company first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.