Savvy Advisors Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Savvy Advisors Inc’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	$13.1M	Buy	+141,011	New	+$12.9M	0.28%	69

Other funds holding DTD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savvy Advisors Inc's DTD Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 141,011 shares worth $13.1M. The stake represents 0.28% of the portfolio and ranks #69 among its holdings.

122 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Savvy Advisors Inc held 141,011 shares of WisdomTree US Total Dividend Fund worth $13.1M as of Q2 2026.
WisdomTree US Total Dividend Fund was a new Savvy Advisors Inc position in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.28% of Savvy Advisors Inc's portfolio in Q2 2026, its #69 holding.
122 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.