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

Waverly 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
Q1 		$337K Sell
3,902
-95
-2% -$8.35K ﹤0.01% 1255
2025
Q4 		$339K Buy
3,997
+406
+11% +$34.2K ﹤0.01% 1160
2025
Q3 		$302K Hold
3,591
– – ﹤0.01% 1038
2025
Q2 		$286K Hold
3,591
– – ﹤0.01% 988
2025
Q1 		$276K Buy
3,591
+97
+3% +$7.53K ﹤0.01% 946
2024
Q4 		$265K Buy
3,494
+13
+0.4% +$1.01K ﹤0.01% 858
2024
Q3 		$267K Buy
3,481
+14
+0.4% +$1.03K ﹤0.01% 709
2024
Q2 		$246K Buy
3,467
+14
+0.4% +$974 ﹤0.01% 713
2024
Q1 		$244K Buy
+3,453
New +$232K 0.01% 611

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M 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