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TownSquare Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-6,136
Closed -$472K – 867
2025
Q1 		$472K Hold
6,136
– – 0.01% 1154
2024
Q4 		$465K Buy
6,136
+250
+4% +$19.5K 0.01% 1054
2024
Q3 		$451K Buy
5,886
+946
+19% +$69.6K 0.01% 1001
2024
Q2 		$350K Buy
+4,940
New +$344K ﹤0.01% 1008
2023
Q1 		– Sell
-3,852
Closed -$234K – 989
2022
Q4 		$234K Buy
+3,852
New +$231K 0.01% 856

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TownSquare Capital's DTD Position: Q2 2025 in Review

TownSquare Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 6,136 shares — an estimated $472K sold.

TownSquare Capital first reported a position in DTD in Q4 2022 and held it in 5 quarters. The position peaked at $472K in Q1 2025. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • TownSquare Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 6,136 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $472K.
  • TownSquare Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 5 quarters.
  • TownSquare Capital's WisdomTree US Total Dividend Fund position peaked at $472K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.