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
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 $1.37T 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
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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

Truist Financial's DTD Position: Q1 2026 in Review

Truist Financial increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.1% in Q1 2026, buying an estimated $3.51K and bringing the position to 3,566 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Truist Financial first reported a position in DTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q3 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Truist Financial held 3,566 shares of WisdomTree US Total Dividend Fund worth $308K as of Q1 2026.
  • Truist Financial bought 40 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $3.51K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2378 holding.
  • Truist Financial first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's WisdomTree US Total Dividend Fund position peaked at $348K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.