Wealth Enhancement Advisory Services
DTD icon

Wealth Enhancement Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.5M Buy
15,834
+2
+0% +$183 ﹤0.01% 1780
2026
Q1 		$1.37M Sell
15,832
-2,311
-13% -$203K ﹤0.01% 1603
2025
Q4 		$1.57M Buy
18,143
+1,408
+8% +$119K ﹤0.01% 1671
2025
Q3 		$1.4M Sell
16,735
-5,680
-25% -$465K ﹤0.01% 1652
2025
Q2 		$1.81M Buy
22,415
+5,277
+31% +$399K ﹤0.01% 1405
2025
Q1 		$1.32M Buy
17,138
+299
+2% +$23.2K ﹤0.01% 1461
2024
Q4 		$1.28M Buy
16,839
+222
+1% +$17.3K ﹤0.01% 1416
2024
Q3 		$1.27M Buy
16,617
+701
+4% +$51.6K ﹤0.01% 1273
2024
Q2 		$1.13M Buy
15,916
+266
+2% +$18.5K ﹤0.01% 1221
2024
Q1 		$1.11M Buy
15,650
+53
+0.3% +$3.56K ﹤0.01% 1193
2023
Q4 		$1.02M Buy
15,597
+83
+0.5% +$5.11K ﹤0.01% 1169
2023
Q3 		$933K Buy
+15,514
New +$969K ﹤0.01% 1133

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 $2.7B 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

Wealth Enhancement Advisory Services's DTD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.01% in Q2 2026, buying an estimated $183 and bringing the position to 15,834 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Wealth Enhancement Advisory Services first reported a position in DTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,834 shares of WisdomTree US Total Dividend Fund worth $1.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $183.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1780 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US Total Dividend Fund position peaked at $1.81M in Q2 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.