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Sunbelt Securities’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sunbelt Securities’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 		$555K Buy
6,422
+15
+0.2% +$1.32K 0.04% 376
2025
Q4 		$544K Buy
6,407
+18
+0.3% +$1.52K 0.04% 378
2025
Q3 		$537K Sell
6,389
-938
-13% -$76.9K 0.04% 368
2025
Q2 		$556K Sell
7,327
-19
-0.3% -$1.44K 0.05% 327
2025
Q1 		$565K Buy
7,346
+19
+0.3% +$1.48K 0.05% 290
2024
Q4 		$556K Buy
7,327
+23
+0.3% +$1.79K 0.05% 326
2024
Q3 		$560K Sell
7,304
-3,199
-30% -$235K 0.05% 327
2024
Q2 		$744K Sell
10,503
-2,591
-20% -$180K 0.08% 234
2024
Q1 		$926K Sell
13,094
-4,355
-25% -$293K 0.1% 193
2023
Q4 		$1.14M Sell
17,449
-7,869
-31% -$484K 0.14% 160
2023
Q3 		$1.52M Sell
25,318
-5,405
-18% -$338K 0.21% 102
2023
Q2 		$1.91M Sell
30,723
-6,861
-18% -$415K 0.27% 78
2023
Q1 		$2.25M Buy
37,584
+187
+0.5% +$11.4K 0.36% 60
2022
Q4 		$2.27M Buy
37,397
+3,443
+10% +$207K 0.44% 50
2022
Q3 		$1.84M Buy
33,954
+1,562
+5% +$93K 0.39% 65
2022
Q2 		$1.88M Buy
32,392
+4,420
+16% +$273K 0.4% 61
2022
Q1 		$1.83M Buy
27,972
+12,617
+82% +$803K 0.33% 77
2021
Q4 		$988K Buy
15,355
+2,717
+21% +$169K 0.16% 150
2021
Q3 		$756K Hold
12,638
– – 0.14% 183
2021
Q2 		$756K Buy
12,638
+6,744
+114% +$397K 0.14% 183
2021
Q1 		$333K Buy
+5,894
New +$319K 0.07% 316
2020
Q1 		– Sell
-3,862
Closed -$204K – 442
2019
Q4 		$204K Buy
+3,862
New +$197K 0.02% 538

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sunbelt Securities's DTD Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.23% in Q1 2026, buying an estimated $1.32K and bringing the position to 6,422 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #376.

Sunbelt Securities first reported a position in DTD in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.27M in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Sunbelt Securities held 6,422 shares of WisdomTree US Total Dividend Fund worth $555K as of Q1 2026.
  • Sunbelt Securities bought 15 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.32K.
  • WisdomTree US Total Dividend Fund made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #376 holding.
  • Sunbelt Securities first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 22 quarters since.
  • Sunbelt Securities's WisdomTree US Total Dividend Fund position peaked at $2.27M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.