WhitTier Trust Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

WhitTier Trust Company’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	$989K	Hold	10,467	–	–	0.02%	306
2026 Q1	$909K	Hold	10,467	–	–	0.02%	309
2025 Q4	$905K	Hold	10,467	–	–	0.02%	296
2025 Q3	$882K	Sell	10,467 -240	-2%	-$19.7K	0.02%	297
2025 Q2	$851K	Hold	10,707	–	–	0.02%	327
2025 Q1	$824K	Hold	10,707	–	–	0.02%	323
2024 Q4	$812K	Hold	10,707	–	–	0.02%	307
2024 Q3	$821K	Hold	10,707	–	–	0.02%	303
2024 Q2	$758K	Buy	10,707 +240	+2%	+$16.7K	0.02%	306
2024 Q1	$740K	Hold	10,467	–	–	0.02%	308
2023 Q4	$684K	Hold	10,467	–	–	0.02%	305
2023 Q3	$630K	Hold	10,467	–	–	0.02%	314
2023 Q2	$650K	Hold	10,467	–	–	0.02%	311
2023 Q1	$634K	Hold	10,467	–	–	0.02%	311
2022 Q4	$635K	Hold	10,467	–	–	0.03%	316
2022 Q3	$568K	Hold	10,467	–	–	0.02%	323
2022 Q2	$606K	Hold	10,467	–	–	0.03%	322
2022 Q1	$676K	Buy	+10,467	New	+$666K	0.02%	321

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

WhitTier Trust Company's DTD Position: Q2 2026 in Review

WhitTier Trust Company held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 10,467 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #306.

WhitTier Trust Company first reported a position in DTD in Q1 2022 and has held it in 18 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

WhitTier Trust Company held 10,467 shares of WisdomTree US Total Dividend Fund worth $989K as of Q2 2026.
WhitTier Trust Company left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #306 holding.
WhitTier Trust Company first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 18 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.