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Stratos Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Stratos Wealth Partners’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 		$1.72M Sell
18,475
-1,669
-8% -$152K 0.02% 644
2026
Q1 		$1.74M Buy
20,144
+1,102
+6% +$96.8K 0.02% 596
2025
Q4 		$1.62M Buy
19,042
+382
+2% +$32.2K 0.02% 606
2025
Q3 		$1.57M Buy
18,660
+702
+4% +$57.5K 0.02% 605
2025
Q2 		$1.43M Buy
17,958
+777
+5% +$58.8K 0.02% 588
2025
Q1 		$1.32M Buy
17,181
+202
+1% +$15.7K 0.02% 562
2024
Q4 		$1.29M Buy
16,979
+602
+4% +$46.9K 0.02% 604
2024
Q3 		$1.26M Sell
16,377
-13
-0.1% -$957 0.02% 596
2024
Q2 		$1.16M Sell
16,390
-3,548
-18% -$247K 0.02% 594
2024
Q1 		$1.41M Buy
19,938
+821
+4% +$55.2K 0.02% 540
2023
Q4 		$1.25M Buy
19,117
+1,759
+10% +$108K 0.02% 542
2023
Q3 		$1.04M Buy
17,358
+429
+3% +$26.8K 0.02% 558
2023
Q2 		$1.05M Sell
16,929
-572
-3% -$34.6K 0.02% 514
2023
Q1 		$1.06M Buy
17,501
+614
+4% +$37.5K 0.03% 468
2022
Q4 		$1.02M Sell
16,887
-492
-3% -$29.5K 0.03% 503
2022
Q3 		$943K Sell
17,379
-782
-4% -$46.6K 0.03% 500
2022
Q2 		$1.05M Buy
18,161
+845
+5% +$52.1K 0.03% 496
2022
Q1 		$1.12M Buy
17,316
+471
+3% +$30K 0.03% 519
2021
Q4 		$1.09M Buy
16,845
+621
+4% +$38.6K 0.02% 530
2021
Q3 		$953K Buy
16,224
+1,182
+8% +$71.5K 0.02% 536
2021
Q2 		$891K Sell
15,042
-1,064
-7% -$62.6K 0.02% 577
2021
Q1 		$910K Buy
16,106
+2,912
+22% +$158K 0.03% 524
2020
Q4 		$692K Buy
13,194
+6,368
+93% +$317K 0.02% 564
2020
Q3 		$321K Buy
+6,826
New +$321K 0.01% 755
2018
Q4 		– Sell
-1,738
Closed -$83K – 1221
2018
Q3 		$83K Buy
+1,738
New +$82.4K ﹤0.01% 1224
2018
Q2 		– Sell
-1,730
Closed -$77K – 1358
2018
Q1 		$77K Buy
+1,730
New +$80.1K ﹤0.01% 1339

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

Stratos Wealth Partners's DTD Position: Q2 2026 in Review

Stratos Wealth Partners reduced its WisdomTree US Total Dividend Fund (DTD) stake by 8.3% in Q2 2026, selling an estimated $152K and leaving 18,475 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #644.

Stratos Wealth Partners first reported a position in DTD in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.74M in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Stratos Wealth Partners held 18,475 shares of WisdomTree US Total Dividend Fund worth $1.72M as of Q2 2026.
  • Stratos Wealth Partners sold 1,669 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $152K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #644 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q1 2018 and has held it in 26 quarters since.
  • Stratos Wealth Partners's WisdomTree US Total Dividend Fund position peaked at $1.74M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.