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Steward Partners Investment Advisory’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$4.53M Buy
52,465
+2,155
+4% +$189K 0.02% 545
2025
Q4 		$4.27M Buy
50,310
+218
+0.4% +$18.4K 0.02% 513
2025
Q3 		$4.21M Buy
50,092
+534
+1% +$43.8K 0.02% 518
2025
Q2 		$3.94M Buy
49,558
+134
+0.3% +$10.1K 0.03% 490
2025
Q1 		$3.8M Buy
49,424
+135
+0.3% +$10.5K 0.03% 470
2024
Q4 		$3.74M Buy
49,289
+598
+1% +$46.6K 0.03% 460
2024
Q3 		$3.73M Buy
48,691
+1,173
+2% +$86.3K 0.03% 448
2024
Q2 		$3.37M Sell
47,518
-50
-0.1% -$3.48K 0.04% 439
2024
Q1 		$3.36M Sell
47,568
-468
-1% -$31.5K 0.04% 424
2023
Q4 		$3.14M Buy
48,036
+450
+0.9% +$27.7K 0.04% 386
2023
Q3 		$2.86M Buy
47,586
+188
+0.4% +$11.7K 0.04% 377
2023
Q2 		$2.94M Buy
47,398
+628
+1% +$38K 0.04% 374
2023
Q1 		$2.83M Buy
46,770
+312
+0.7% +$19.1K 0.05% 373
2022
Q4 		$2.82M Sell
46,458
-340
-0.7% -$20.4K 0.05% 366
2022
Q3 		$2.54M Sell
46,798
-779
-2% -$46.4K 0.05% 364
2022
Q2 		$2.75M Buy
47,577
+3,642
+8% +$225K 0.05% 353
2022
Q1 		$2.84M Buy
43,935
+630
+1% +$40.1K 0.04% 381
2021
Q4 		$2.8M Buy
43,305
+829
+2% +$51.6K 0.04% 395
2021
Q3 		$2.49M Sell
42,476
-1,490
-3% -$90.1K 0.04% 395
2021
Q2 		$2.6M Sell
43,966
-19,524
-31% -$1.15M 0.04% 386
2021
Q1 		$3.59M Buy
63,490
+21,694
+52% +$1.17M 0.06% 311
2020
Q4 		$2.19M Buy
41,796
+1,900
+5% +$94.7K 0.05% 349
2020
Q3 		$1.87M Buy
39,896
+204
+0.5% +$9.6K 0.05% 336
2020
Q2 		$1.79M Buy
39,692
+1,216
+3% +$52.9K 0.05% 329
2020
Q1 		$1.51M Buy
38,476
+1,262
+3% +$61.2K 0.06% 308
2019
Q4 		$1.96M Sell
37,214
-468
-1% -$23.8K 0.06% 304
2019
Q3 		$1.87M Sell
37,682
-72
-0.2% -$3.51K 0.06% 284
2019
Q2 		$1.83M Sell
37,754
-766
-2% -$36.7K 0.07% 270
2019
Q1 		$1.82M Sell
38,520
-14
-0% -$641 0.08% 250
2018
Q4 		$1.63M Buy
38,534
+38,134
+9,534% +$1.73M 0.08% 252
2018
Q3 		$19K Hold
400
– – ﹤0.01% 1575
2018
Q2 		$18K Hold
400
– – ﹤0.01% 1504
2018
Q1 		$17K Hold
400
– – ﹤0.01% 1396
2017
Q4 		$18K Hold
400
– – ﹤0.01% 1154
2017
Q3 		$17K Buy
+400
New +$17.2K ﹤0.01% 978

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Steward Partners Investment Advisory's DTD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree US Total Dividend Fund (DTD) stake by 4.3% in Q1 2026, buying an estimated $189K and bringing the position to 52,465 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #545.

Steward Partners Investment Advisory first reported a position in DTD in Q3 2017 and has held it in 35 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Steward Partners Investment Advisory held 52,465 shares of WisdomTree US Total Dividend Fund worth $4.53M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,155 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $189K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #545 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and has held it in 35 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.