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

Tranquility 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 Q1	$207K	Sell	2,395 -40	-2%	-$3.51K	0.08%	221
2025 Q4	$207K	Hold	2,435	–	–	0.07%	224
2025 Q3	$205K	Buy	+2,435	New	+$200K	0.07%	232
2023 Q4	–	Sell	-3,648	Closed	-$220K	–	207
2023 Q3	$220K	Buy	+3,648	New	+$228K	0.09%	197

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Tranquility Partners's DTD Position: Q1 2026 in Review

Tranquility Partners reduced its WisdomTree US Total Dividend Fund (DTD) stake by 1.6% in Q1 2026, selling an estimated $3.51K and leaving 2,395 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #221.

Tranquility Partners first reported a position in DTD in Q3 2023 and has held it in 4 quarters since. The position peaked at $220K in Q3 2023. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Tranquility Partners held 2,395 shares of WisdomTree US Total Dividend Fund worth $207K as of Q1 2026.
Tranquility Partners sold 40 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $3.51K.
WisdomTree US Total Dividend Fund made up 0.08% of Tranquility Partners's portfolio in Q1 2026, its #221 holding.
Tranquility Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 4 quarters since.
Tranquility Partners's WisdomTree US Total Dividend Fund position peaked at $220K in Q3 2023.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.