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Silicon Valley Capital Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Silicon Valley Capital Partners’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
Q3 		– Sell
-242
Closed -$19.2K – 297
2025
Q2 		$19.2K Buy
+242
New +$18.3K ﹤0.01% 177

Other funds holding DTD

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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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Silicon Valley Capital Partners's DTD Position: Q3 2025 in Review

Silicon Valley Capital Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2025, closing a stake of 242 shares — an estimated $19.2K sold.

Silicon Valley Capital Partners first reported a position in DTD in Q2 2025 and held it in 1 quarter. The position peaked at $19.2K in Q2 2025. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

  • Silicon Valley Capital Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 242 WisdomTree US Total Dividend Fund shares in Q3 2025, an estimated $19.2K.
  • Silicon Valley Capital Partners first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Silicon Valley Capital Partners's WisdomTree US Total Dividend Fund position peaked at $19.2K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2025, filed 17 Nov 2025.