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VestGen Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

VestGen 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 		$307K Hold
3,292
– – 0.01% 835
2026
Q1 		$301K Buy
3,292
+339
+11% +$29.8K 0.01% 835
2025
Q4 		$251K Sell
2,953
-7,300
-71% -$615K 0.01% 647
2025
Q3 		$861K Buy
10,253
+201
+2% +$16.5K 0.03% 391
2025
Q2 		$811K Sell
10,052
-181
-2% -$13.7K 0.03% 364
2025
Q1 		$787K Buy
+10,233
New +$795K 0.04% 332

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

VestGen Advisors's DTD Position: Q2 2026 in Review

VestGen Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,292 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #835.

VestGen Advisors first reported a position in DTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $861K in Q3 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • VestGen Advisors held 3,292 shares of WisdomTree US Total Dividend Fund worth $307K as of Q2 2026.
  • VestGen Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #835 holding.
  • VestGen Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's WisdomTree US Total Dividend Fund position peaked at $861K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.