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

Savant Capital’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 		$670K Hold
7,753
– – ﹤0.01% 773
2025
Q4 		$658K Buy
7,753
+145
+2% +$12.2K ﹤0.01% 728
2025
Q3 		$639K Hold
7,608
– – ﹤0.01% 710
2025
Q2 		$605K Hold
7,608
– – ﹤0.01% 681
2025
Q1 		$585K Hold
7,608
– – 0.01% 630
2024
Q4 		$577K Hold
7,608
– – ﹤0.01% 834
2024
Q3 		$583K Hold
7,608
– – ﹤0.01% 810
2024
Q2 		$539K Hold
7,608
– – 0.01% 769
2024
Q1 		$538K Hold
7,608
– – 0.01% 706
2023
Q4 		$497K Hold
7,608
– – 0.01% 565
2023
Q3 		$458K Hold
7,608
– – 0.01% 541
2023
Q2 		$472K Hold
7,608
– – 0.01% 524
2023
Q1 		$461K Buy
+7,608
New +$465K 0.01% 475

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