Smartleaf Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Smartleaf Asset Management’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	$4.58K	Hold	49	–	–	﹤0.01%	2712
2026 Q1	$4.15K	Hold	49	–	–	﹤0.01%	2741
2025 Q4	$4.19K	Hold	49	–	–	﹤0.01%	2772
2025 Q3	$4.1K	Sell	49 -32	-40%	-$2.62K	﹤0.01%	2437
2025 Q2	$6.4K	Buy	81 +14	+21%	+$1.06K	﹤0.01%	1975
2025 Q1	$5.11K	Buy	67 +10	+18%	+$777	﹤0.01%	2181
2024 Q4	$4.33K	Buy	57 +2	+4%	+$156	﹤0.01%	2299
2024 Q3	$4.19K	Hold	55	–	–	﹤0.01%	2199
2024 Q2	$3.88K	Hold	55	–	–	﹤0.01%	1925
2024 Q1	$3.88K	Sell	55 -18	-25%	-$1.21K	﹤0.01%	1302
2023 Q4	$4.77K	Buy	+73	New	+$4.49K	﹤0.01%	874

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

Smartleaf Asset Management's DTD Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 49 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Smartleaf Asset Management first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.4K in Q2 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Smartleaf Asset Management held 49 shares of WisdomTree US Total Dividend Fund worth $4.58K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2712 holding.
Smartleaf Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's WisdomTree US Total Dividend Fund position peaked at $6.4K in Q2 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.