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

Sequoia 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
2026 Q2	$448K	Buy	4,804 +46	+1%	+$4.2K	﹤0.01%	1409
2026 Q1	$411K	Buy	4,758 +10	+0.2%	+$879	﹤0.01%	1388
2025 Q4	$403K	Buy	4,748 +13	+0.3%	+$1.09K	﹤0.01%	1395
2025 Q3	$398K	Buy	4,735 +11	+0.2%	+$901	﹤0.01%	1244
2025 Q2	$376K	Buy	4,724 +13	+0.3%	+$984	﹤0.01%	1146
2025 Q1	$362K	Sell	4,711 -260	-5%	-$20.2K	﹤0.01%	988
2024 Q4	$377K	Buy	4,971 +12	+0.2%	+$935	﹤0.01%	921
2024 Q3	$380K	Buy	4,959 +282	+6%	+$20.8K	﹤0.01%	861
2024 Q2	$331K	Buy	4,677 +13	+0.3%	+$905	﹤0.01%	845
2024 Q1	$330K	Buy	4,664 +10	+0.2%	+$672	﹤0.01%	824
2023 Q4	$304K	Buy	+4,654	New	+$286K	﹤0.01%	928
2023 Q3	–	Sell	-3,726	Closed	-$231K	–	978
2023 Q2	$231K	Buy	3,726 +13	+0.4%	+$787	﹤0.01%	802
2023 Q1	$225K	Buy	3,713 +13	+0.4%	+$794	0.01%	725
2022 Q4	$224K	Buy	+3,700	New	+$222K	0.01%	696

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 $2.73B AUM 14.39% 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

Sequoia Financial Advisors's DTD Position: Q2 2026 in Review

Sequoia Financial Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.97% in Q2 2026, buying an estimated $4.2K and bringing the position to 4,804 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Sequoia Financial Advisors first reported a position in DTD in Q4 2022 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Sequoia Financial Advisors held 4,804 shares of WisdomTree US Total Dividend Fund worth $448K as of Q2 2026.
Sequoia Financial Advisors bought 46 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $4.2K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1409 holding.
Sequoia Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.