StoneX Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

StoneX Group’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
2025 Q3	–	Sell	-3,067	Closed	-$244K	–	953
2025 Q2	$244K	Buy	3,067 +194	+7%	+$14.7K	0.01%	722
2025 Q1	$221K	Buy	+2,873	New	+$223K	0.01%	740

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

StoneX Group's DTD Position: Q3 2025 in Review

StoneX Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2025, closing a stake of 3,067 shares — an estimated $244K sold.

StoneX Group first reported a position in DTD in Q1 2025 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

StoneX Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2025 after selling out during the quarter.
StoneX Group sold 3,067 WisdomTree US Total Dividend Fund shares in Q3 2025, an estimated $244K.
StoneX Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and held it in 2 quarters.
StoneX Group's WisdomTree US Total Dividend Fund position peaked at $244K in Q2 2025.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.