Truist Financial
DTD icon

Truist Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Truist Financial’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 		$333K Hold
3,566
– – ﹤0.01% 2472
2026
Q1 		$308K Buy
3,566
+40
+1% +$3.51K ﹤0.01% 2378
2025
Q4 		$299K Sell
3,526
-617
-15% -$52K ﹤0.01% 2330
2025
Q3 		$348K Buy
+4,143
New +$339K ﹤0.01% 2228

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

Truist Financial's DTD Position: Q2 2026 in Review

Truist Financial held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,566 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Truist Financial first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. The position peaked at $348K in Q3 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Truist Financial held 3,566 shares of WisdomTree US Total Dividend Fund worth $333K as of Q2 2026.
  • Truist Financial left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2472 holding.
  • Truist Financial first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's WisdomTree US Total Dividend Fund position peaked at $348K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.