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 Q2	$364K	Hold	3,902	–	–	﹤0.01%	1323
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 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 $2.73B 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

Waverly Advisors's DTD Position: Q2 2026 in Review

Waverly Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,902 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Waverly Advisors first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Waverly Advisors held 3,902 shares of WisdomTree US Total Dividend Fund worth $364K as of Q2 2026.
Waverly Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1323 holding.
Waverly Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.