Tortoise Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-300	Closed	-$25.2K	–	570
2025 Q3	$25.2K	Hold	300	–	–	﹤0.01%	481
2025 Q2	$23.9K	Hold	300	–	–	﹤0.01%	480
2025 Q1	$23.1K	Hold	300	–	–	﹤0.01%	473
2024 Q4	$22.8K	Hold	300	–	–	﹤0.01%	525
2024 Q3	$23K	Hold	300	–	–	﹤0.01%	533
2024 Q2	$21.2K	Hold	300	–	–	﹤0.01%	520
2024 Q1	$21.2K	Hold	300	–	–	﹤0.01%	503
2023 Q4	$19.6K	Hold	300	–	–	﹤0.01%	481
2023 Q3	$18.1K	Hold	300	–	–	﹤0.01%	471
2023 Q2	$18.6K	Hold	300	–	–	﹤0.01%	478
2023 Q1	$18.2K	Hold	300	–	–	﹤0.01%	479
2022 Q4	$18.2K	Hold	300	–	–	﹤0.01%	471
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	472
2022 Q2	$17K	Hold	300	–	–	﹤0.01%	455
2022 Q1	$19K	Hold	300	–	–	﹤0.01%	435
2021 Q4	$19K	Hold	300	–	–	﹤0.01%	408
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	397
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	387
2021 Q1	$17K	Hold	300	–	–	﹤0.01%	372
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	353
2020 Q3	$14K	Hold	300	–	–	﹤0.01%	345
2020 Q2	$14K	Hold	300	–	–	﹤0.01%	335
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	350
2019 Q4	$16K	Hold	300	–	–	﹤0.01%	348
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	353
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	376
2019 Q1	$14K	Hold	300	–	–	﹤0.01%	368
2018 Q4	$13K	Hold	300	–	–	﹤0.01%	361
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	365
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	374
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	362
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	354
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	335
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	326
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	302
2016 Q4	$12K	Hold	300	–	–	﹤0.01%	311
2016 Q3	$12K	Hold	300	–	–	﹤0.01%	290
2016 Q2	$12K	Hold	300	–	–	﹤0.01%	291
2016 Q1	$11K	Hold	300	–	–	﹤0.01%	275
2015 Q4	$11K	Hold	300	–	–	﹤0.01%	302
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	292
2015 Q2	$11K	Buy	+300	New	+$11.3K	﹤0.01%	302

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Tortoise Investment Management's DTD Position: Q4 2025 in Review

Tortoise Investment Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 300 shares — an estimated $25.2K sold.

Tortoise Investment Management first reported a position in DTD in Q2 2015 and held it in 42 quarters. The position peaked at $25.2K in Q3 2025. 208 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

Tortoise Investment Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 300 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $25.2K.
Tortoise Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2015 and held it in 42 quarters.
Tortoise Investment Management's WisdomTree US Total Dividend Fund position peaked at $25.2K in Q3 2025.
208 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.