Smartleaf Asset Management
DTD icon

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
Q3 		$4.61K Hold
49
– – ﹤0.01% 2740
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
626 Financial
626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Smartleaf Asset Management's DTD Position: Q3 2026 in Review

Smartleaf Asset Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 49 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Smartleaf Asset Management first reported a position in DTD in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.4K in Q2 2025. 160 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Smartleaf Asset Management held 49 shares of WisdomTree US Total Dividend Fund worth $4.61K as of Q3 2026.
  • Smartleaf Asset Management left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2740 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • Smartleaf Asset Management's WisdomTree US Total Dividend Fund position peaked at $6.4K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.