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 Q2	$434K	Buy	4,655 +456	+11%	+$41.6K	0.02%	452
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 $1.55T 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

Signal Advisors Wealth's DTD Position: Q2 2026 in Review

Signal Advisors Wealth increased its WisdomTree US Total Dividend Fund (DTD) stake by 11% in Q2 2026, buying an estimated $41.6K and bringing the position to 4,655 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #452.

Signal Advisors Wealth first reported a position in DTD in Q4 2023 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Signal Advisors Wealth held 4,655 shares of WisdomTree US Total Dividend Fund worth $434K as of Q2 2026.
Signal Advisors Wealth bought 456 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $41.6K.
WisdomTree US Total Dividend Fund made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #452 holding.
Signal Advisors Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.