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Semmax Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$96.8K Buy
+1,191
New +$90.2K 0.02% 159
2024
Q1 		– Sell
-263
Closed -$17.4K – 414
2023
Q4 		$17.4K Buy
+263
New +$16.2K 0.01% 189

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Semmax Financial Advisors's DTD Position: Q2 2025 in Review

Semmax Financial Advisors opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2025: 1,191 shares worth $96.8K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: Semmax Financial Advisors previously reported a position in DTD as recently as Q4 2023.

Semmax Financial Advisors first reported a position in DTD in Q4 2023 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • Semmax Financial Advisors held 1,191 shares of WisdomTree US Total Dividend Fund worth $96.8K as of Q2 2025.
  • WisdomTree US Total Dividend Fund was a new Semmax Financial Advisors position in Q2 2025.
  • WisdomTree US Total Dividend Fund made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #159 holding.
  • Semmax Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.