Wells Fargo
DTD icon

Wells Fargo’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wells Fargo’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
2022
Q1 		– Sell
-1,500
Closed -$94K – 7195
2021
Q4 		$94K Buy
+1,500
New +$93.4K ﹤0.01% 5673

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo's DTD Position: Q1 2026 in Review

Wells Fargo reduced its WisdomTree US Total Dividend Fund (DTD) stake by 4.9% in Q1 2026, selling an estimated $1.7M and leaving 372,562 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #1213.

Wells Fargo first reported a position in DTD in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.6M in Q4 2022. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Wells Fargo held 372,562 shares of WisdomTree US Total Dividend Fund worth $32.2M as of Q1 2026.
  • Wells Fargo sold 19,307 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $1.7M.
  • WisdomTree US Total Dividend Fund made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1213 holding.
  • Wells Fargo first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's WisdomTree US Total Dividend Fund position peaked at $35.6M in Q4 2022.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.