TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

TIAA-CREF Individual & Institutional Services’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
Q3 		$284K Buy
+3,045
New +$292K ﹤0.01% 616

Other funds holding DTD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
626 Financial
626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's DTD Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 3,045 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

190 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 3,045 shares of WisdomTree US Total Dividend Fund worth $284K as of Q3 2026.
  • WisdomTree US Total Dividend Fund was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #616 holding.
  • 190 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.