Sound Income Strategies’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sound Income Strategies’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	–	Sell	-60	Closed	-$5.18K	–	975
2026 Q1	$5.18K	Hold	60	–	–	﹤0.01%	1807
2025 Q4	$5.24K	Hold	60	–	–	﹤0.01%	1781
2025 Q3	$5.02K	Hold	60	–	–	﹤0.01%	1173
2025 Q2	$4.77K	Hold	60	–	–	﹤0.01%	1098
2025 Q1	$4.62K	Hold	60	–	–	﹤0.01%	1075
2024 Q4	$4.55K	Hold	60	–	–	﹤0.01%	1010
2024 Q3	$4.6K	Hold	60	–	–	﹤0.01%	967
2024 Q2	$4.25K	Hold	60	–	–	﹤0.01%	975
2024 Q1	$4.24K	Hold	60	–	–	﹤0.01%	934
2023 Q4	$3.92K	Hold	60	–	–	﹤0.01%	933
2023 Q3	$3.61K	Hold	60	–	–	﹤0.01%	809
2023 Q2	$3.73K	Hold	60	–	–	﹤0.01%	794
2023 Q1	$3.63K	Hold	60	–	–	﹤0.01%	745
2022 Q4	$3.64K	Sell	60 -95	-61%	-$5.7K	﹤0.01%	684
2022 Q3	$8K	Buy	155 +1	+0.6%	+$60	﹤0.01%	501
2022 Q2	$9K	Buy	154 +94	+157%	+$5.8K	﹤0.01%	480
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	617
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	617
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	592
2021 Q2	$4K	Sell	60 -74	-55%	-$4.35K	﹤0.01%	623
2021 Q1	$7.57K	Hold	134	–	–	﹤0.01%	548
2020 Q4	$7K	Hold	134	–	–	﹤0.01%	520
2020 Q3	$6K	Hold	134	–	–	﹤0.01%	506
2020 Q2	$6K	Hold	134	–	–	﹤0.01%	474
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	449
2019 Q4	$7K	Hold	134	–	–	﹤0.01%	392
2019 Q3	$7K	Sell	134 -100	-43%	-$4.88K	﹤0.01%	367
2019 Q2	$11K	Hold	234	–	–	﹤0.01%	314
2019 Q1	$11K	Hold	234	–	–	0.01%	315
2018 Q4	$10K	Hold	234	–	–	0.01%	321
2018 Q3	$11K	Hold	234	–	–	0.01%	332
2018 Q2	$11K	Hold	234	–	–	0.01%	290
2018 Q1	$10K	Hold	234	–	–	0.01%	285
2017 Q4	$11K	Buy	+234	New	+$10.6K	0.01%	200

Other funds holding DTD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Sound Income Strategies's DTD Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 60 shares — an estimated $5.18K sold.

Sound Income Strategies first reported a position in DTD in Q4 2017 and held it in 34 quarters. The position peaked at $11K in Q2 2019. 138 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 60 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $5.18K.
Sound Income Strategies first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's WisdomTree US Total Dividend Fund position peaked at $11K in Q2 2019.
138 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.