Signal Advisors Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Signal Advisors Wealth’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	$363K	Buy	4,199 +231	+6%	+$20.3K	0.02%	426
2025 Q4	$337K	Sell	3,968 -800	-17%	-$67.4K	0.03%	385
2025 Q3	$401K	Buy	4,768 +1,373	+40%	+$112K	0.04%	300
2025 Q2	$270K	Buy	+3,395	New	+$257K	0.02%	394
2025 Q1	–	Sell	-2,718	Closed	-$206K	–	438
2024 Q4	$206K	Sell	2,718 -522	-16%	-$40.7K	0.02%	416
2024 Q3	$248K	Buy	+3,240	New	+$238K	0.04%	377
2024 Q2	–	Sell	-5,214	Closed	-$369K	–	126
2024 Q1	$369K	Sell	5,214 -733	-12%	-$49.3K	0.09%	205
2023 Q4	$389K	Buy	+5,947	New	+$366K	0.13%	145

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Signal Advisors Wealth's DTD Position: Q1 2026 in Review

Signal Advisors Wealth increased its WisdomTree US Total Dividend Fund (DTD) stake by 5.8% in Q1 2026, buying an estimated $20.3K and bringing the position to 4,199 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #426.

Signal Advisors Wealth first reported a position in DTD in Q4 2023 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Signal Advisors Wealth held 4,199 shares of WisdomTree US Total Dividend Fund worth $363K as of Q1 2026.
Signal Advisors Wealth bought 231 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $20.3K.
WisdomTree US Total Dividend Fund made up 0.02% of Signal Advisors Wealth's portfolio in Q1 2026, its #426 holding.
Signal Advisors Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 8 quarters since.
Signal Advisors Wealth's WisdomTree US Total Dividend Fund position peaked at $401K in Q3 2025.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.