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 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

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 $257M AUM 22.23% 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

Sanibel Captiva Trust Company's DTD Position: Q1 2026 in Review

Sanibel Captiva Trust Company held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 6,850 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #287.

Sanibel Captiva Trust Company first reported a position in DTD in Q4 2023 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Sanibel Captiva Trust Company held 6,850 shares of WisdomTree US Total Dividend Fund worth $592K as of Q1 2026.
Sanibel Captiva Trust Company left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #287 holding.
Sanibel Captiva Trust Company first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.