VAS
DTD icon

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
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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $223M 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