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Vise Technologies’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Vise Technologies’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 		$300K Sell
3,221
-193
-6% -$17.6K ﹤0.01% 1453
2026
Q1 		$290K Hold
3,414
– – 0.01% 1153
2025
Q4 		$290K Sell
3,414
-12
-0.4% -$1.01K 0.01% 1161
2025
Q3 		$288K Buy
+3,426
New +$281K 0.01% 909

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

Vise Technologies's DTD Position: Q2 2026 in Review

Vise Technologies reduced its WisdomTree US Total Dividend Fund (DTD) stake by 5.7% in Q2 2026, selling an estimated $17.6K and leaving 3,221 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Vise Technologies first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Vise Technologies held 3,221 shares of WisdomTree US Total Dividend Fund worth $300K as of Q2 2026.
  • Vise Technologies sold 193 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $17.6K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1453 holding.
  • Vise Technologies first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.