Vestmark Advisory Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Vestmark Advisory Solutions’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	$6.71M	Hold	71,954	–	–	0.06%	315
2026 Q1	$6.21M	Buy	71,954 +4,603	+7%	+$404K	0.07%	293
2025 Q4	$5.72M	Buy	67,351 +4,272	+7%	+$360K	0.08%	267
2025 Q3	$5.3M	Sell	63,079 -49,515	-44%	-$4.06M	0.1%	199
2025 Q2	$8.95M	Buy	112,594 +68,000	+152%	+$5.15M	0.13%	125
2025 Q1	$3.43M	Buy	+44,594	New	+$3.46M	0.09%	257

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

Vestmark Advisory Solutions's DTD Position: Q2 2026 in Review

Vestmark Advisory Solutions held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 71,954 shares worth $6.71M. The position accounts for 0.06% of the portfolio, ranked #315.

Vestmark Advisory Solutions first reported a position in DTD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.95M in Q2 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Vestmark Advisory Solutions held 71,954 shares of WisdomTree US Total Dividend Fund worth $6.71M as of Q2 2026.
Vestmark Advisory Solutions left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #315 holding.
Vestmark Advisory Solutions first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's WisdomTree US Total Dividend Fund position peaked at $8.95M in Q2 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.