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

Verus Capital 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
Q2 		$1.8M Sell
19,320
-820
-4% -$74.9K 0.1% 135
2026
Q1 		$1.74M Buy
20,140
+146
+0.7% +$12.8K 0.12% 119
2025
Q4 		$1.7M Buy
19,994
+150
+0.8% +$12.6K 0.11% 123
2025
Q3 		$1.67M Buy
19,844
+734
+4% +$60.1K 0.13% 109
2025
Q2 		$1.52M Buy
19,110
+1,159
+6% +$87.7K 0.14% 102
2025
Q1 		$1.38M Buy
17,951
+173
+1% +$13.4K 0.14% 102
2024
Q4 		$1.35M Buy
17,778
+824
+5% +$64.2K 0.13% 101
2024
Q3 		$1.3M Sell
16,954
-33
-0.2% -$2.43K 0.13% 107
2024
Q2 		$1.2M Buy
16,987
+666
+4% +$46.3K 0.12% 110
2024
Q1 		$1.15M Buy
16,321
+738
+5% +$49.6K 0.13% 104
2023
Q4 		$1.02M Buy
15,583
+1,017
+7% +$62.6K 0.12% 101
2023
Q3 		$876K Buy
14,566
+846
+6% +$52.9K 0.12% 106
2023
Q2 		$852K Buy
13,720
+603
+5% +$36.5K 0.12% 109
2023
Q1 		$795K Buy
13,117
+3,261
+33% +$199K 0.12% 109
2022
Q4 		$598K Buy
9,856
+1,916
+24% +$115K 0.11% 124
2022
Q3 		$431K Buy
7,940
+2,535
+47% +$151K 0.08% 161
2022
Q2 		$315K Buy
+5,405
New +$333K 0.06% 215
2020
Q1 		$85K Sell
2,176
-4,270
-66% -$207K 0.03% 350
2019
Q4 		$340K Buy
+6,446
New +$328K 0.11% 140

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 $2.73B AUM 14.39% 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

Verus Capital Partners's DTD Position: Q2 2026 in Review

Verus Capital Partners reduced its WisdomTree US Total Dividend Fund (DTD) stake by 4.1% in Q2 2026, selling an estimated $74.9K and leaving 19,320 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #135.

Verus Capital Partners first reported a position in DTD in Q4 2019 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Verus Capital Partners held 19,320 shares of WisdomTree US Total Dividend Fund worth $1.8M as of Q2 2026.
  • Verus Capital Partners sold 820 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $74.9K.
  • WisdomTree US Total Dividend Fund made up 0.1% of Verus Capital Partners's portfolio in Q2 2026, its #135 holding.
  • Verus Capital Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 19 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.