WWM
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Western Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Western Wealth Management’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
2025
Q2 		– Sell
-2,890
Closed -$222K – 728
2025
Q1 		$222K Buy
+2,890
New +$224K 0.01% 619

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Western Wealth Management's DTD Position: Q2 2025 in Review

Western Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 2,890 shares — an estimated $222K sold.

Western Wealth Management first reported a position in DTD in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • Western Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 2,890 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $222K.
  • Western Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Western Wealth Management's WisdomTree US Total Dividend Fund position peaked at $222K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.