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 Q2	$1.39M	Buy	15,506 +7,753	+100%	+$708K	﹤0.01%	743
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 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

Savant Capital's DTD Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US Total Dividend Fund (DTD) stake by 100% in Q2 2026, buying an estimated $708K and bringing the position to 15,506 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Savant Capital first reported a position in DTD in Q1 2023 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Savant Capital held 15,506 shares of WisdomTree US Total Dividend Fund worth $1.39M as of Q2 2026.
Savant Capital bought 7,753 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $708K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #743 holding.
Savant Capital first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and has held it in 14 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.