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Spire Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Spire Wealth 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 		$924K Sell
9,906
-6
-0.1% -$548 0.03% 406
2026
Q1 		$856K Sell
9,912
-78
-0.8% -$6.85K 0.03% 410
2025
Q4 		$848K Buy
9,990
+30
+0.3% +$2.53K 0.03% 429
2025
Q3 		$837K Sell
9,960
-361
-3% -$29.6K 0.03% 407
2025
Q2 		$821K Sell
10,321
-2,075
-17% -$157K 0.03% 396
2025
Q1 		$954K Buy
12,396
+25
+0.2% +$1.94K 0.03% 412
2024
Q4 		$938K Buy
12,371
+44
+0.4% +$3.43K 0.03% 408
2024
Q3 		$945K Buy
12,327
+427
+4% +$31.4K 0.03% 382
2024
Q2 		$843K Buy
11,900
+23
+0.2% +$1.6K 0.03% 379
2024
Q1 		$840K Buy
11,877
+19
+0.2% +$1.28K 0.02% 412
2023
Q4 		$776K Sell
11,858
-72
-0.6% -$4.43K 0.03% 418
2023
Q3 		$718K Sell
11,930
-96
-0.8% -$6K 0.03% 403
2023
Q2 		$747K Buy
12,026
+23
+0.2% +$1.39K 0.03% 401
2023
Q1 		$727K Buy
12,003
+1,593
+15% +$97.3K 0.03% 403
2022
Q4 		$631K Buy
10,410
+28
+0.3% +$1.68K 0.04% 318
2022
Q3 		$563K Sell
10,382
-2,923
-22% -$174K 0.03% 306
2022
Q2 		$770K Buy
13,305
+28
+0.2% +$1.73K 0.03% 382
2022
Q1 		$857K Buy
13,277
+14
+0.1% +$891 0.02% 425
2021
Q4 		$859K Sell
13,263
-2,075
-14% -$129K 0.02% 515
2021
Q3 		$901K Buy
15,338
+70
+0.5% +$4.23K 0.02% 434
2021
Q2 		$905K Buy
15,268
+20
+0.1% +$1.18K 0.02% 454
2021
Q1 		$862K Buy
+15,248
New +$825K 0.02% 494

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Spire Wealth Management's DTD Position: Q2 2026 in Review

Spire Wealth Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.06% in Q2 2026, selling an estimated $548 and leaving 9,906 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #406.

Spire Wealth Management first reported a position in DTD in Q1 2021 and has held it in 22 quarters since. The position peaked at $954K in Q1 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Spire Wealth Management held 9,906 shares of WisdomTree US Total Dividend Fund worth $924K as of Q2 2026.
  • Spire Wealth Management sold 6 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $548.
  • WisdomTree US Total Dividend Fund made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Spire Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's WisdomTree US Total Dividend Fund position peaked at $954K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.