WealthShield Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

WealthShield Partners’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	–	Sell	-1,097	Closed	-$94.7K	–	440
2026 Q1	$94.7K	Hold	1,097	–	–	0.01%	409
2025 Q4	$93.1K	Hold	1,097	–	–	0.01%	401
2025 Q3	$92.1K	Sell	1,097 -33	-3%	-$2.7K	0.01%	399
2025 Q2	$89.9K	Hold	1,130	–	–	0.01%	391
2025 Q1	$87K	Sell	1,130 -68	-6%	-$5.28K	0.01%	382
2024 Q4	$90.9K	Hold	1,198	–	–	0.01%	348
2024 Q3	$91.9K	Sell	1,198 -65	-5%	-$4.78K	0.01%	355
2024 Q2	$89.5K	Hold	1,263	–	–	0.01%	330
2024 Q1	$89.3K	Buy	1,263 +253	+25%	+$17K	0.01%	323
2023 Q4	$66K	Hold	1,010	–	–	0.01%	345
2023 Q3	$60.8K	Sell	1,010 -39	-4%	-$2.44K	0.01%	364
2023 Q2	$65.1K	Hold	1,049	–	–	0.01%	364
2023 Q1	$63.6K	Buy	+1,049	New	+$64.1K	0.01%	365

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 $2.7B 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

WealthShield Partners's DTD Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 1,097 shares — an estimated $94.7K sold.

WealthShield Partners first reported a position in DTD in Q1 2023 and held it in 13 quarters. The position peaked at $94.7K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

WealthShield Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,097 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $94.7K.
WealthShield Partners first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 13 quarters.
WealthShield Partners's WisdomTree US Total Dividend Fund position peaked at $94.7K in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.