TRUE Private Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

TRUE Private Wealth Advisors’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 Q2	$216K	Buy	+2,312	New	+$211K	0.02%	262
2024 Q1	–	Sell	-3,787	Closed	-$248K	–	290
2023 Q4	$248K	Hold	3,787	–	–	0.03%	242
2023 Q3	$228K	Hold	3,787	–	–	0.03%	236
2023 Q2	$235K	Hold	3,787	–	–	0.03%	208
2023 Q1	$229K	Hold	3,787	–	–	0.03%	200
2022 Q4	$230K	Buy	3,787 +1	+0%	+$60	0.04%	200
2022 Q3	$205K	Hold	3,786	–	–	0.03%	201
2022 Q2	$219K	Hold	3,786	–	–	0.03%	207
2022 Q1	$241K	Hold	3,786	–	–	0.03%	208
2021 Q4	$245K	Hold	3,786	–	–	0.03%	227
2021 Q3	$222K	Hold	3,786	–	–	0.03%	217
2021 Q2	$224K	Hold	3,786	–	–	0.03%	210
2021 Q1	$214K	Hold	3,786	–	–	0.03%	216
2020 Q4	$198K	Hold	3,786	–	–	0.03%	199
2020 Q3	$177K	Hold	3,786	–	–	0.03%	194
2020 Q2	$170K	Hold	3,786	–	–	0.03%	188
2020 Q1	$148K	Hold	3,786	–	–	0.03%	161
2019 Q4	$199K	Buy	+3,786	New	+$193K	0.03%	216
2019 Q3	–	Sell	-3,786	Closed	-$183K	–	356
2019 Q2	$183K	Buy	+3,786	New	+$181K	0.03%	203
2018 Q4	–	Sell	-3,786	Closed	-$182K	–	414
2018 Q3	$182K	Buy	+3,786	New	+$179K	0.03%	273

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

TRUE Private Wealth Advisors's DTD Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 2,312 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in DTD as recently as Q4 2023.

TRUE Private Wealth Advisors first reported a position in DTD in Q3 2018 and has held it in 20 quarters since. The position peaked at $248K in Q4 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

TRUE Private Wealth Advisors held 2,312 shares of WisdomTree US Total Dividend Fund worth $216K as of Q2 2026.
WisdomTree US Total Dividend Fund was a new TRUE Private Wealth Advisors position in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #262 holding.
TRUE Private Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and has held it in 20 quarters since.
TRUE Private Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $248K in Q4 2023.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.