William Blair & Company
DTD icon

William Blair & Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

William Blair & 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
Q1 		$1.22M Hold
14,110
– – ﹤0.01% 878
2025
Q4 		$1.2M Hold
14,110
– – ﹤0.01% 888
2025
Q3 		$1.19M Hold
14,110
– – ﹤0.01% 875
2025
Q2 		$1.12M Hold
14,110
– – ﹤0.01% 861
2025
Q1 		$1.09M Sell
14,110
-1,510
-10% -$117K ﹤0.01% 857
2024
Q4 		$1.18M Hold
15,620
– – ﹤0.01% 844
2024
Q3 		$1.2M Sell
15,620
-1,104
-7% -$81.3K ﹤0.01% 855
2024
Q2 		$1.18M Hold
16,724
– – ﹤0.01% 826
2024
Q1 		$1.18M Sell
16,724
-2,541
-13% -$171K ﹤0.01% 815
2023
Q4 		$1.26M Sell
19,265
-631
-3% -$38.8K ﹤0.01% 791
2023
Q3 		$1.2M Sell
19,896
-250
-1% -$15.6K ﹤0.01% 783
2023
Q2 		$1.25M Hold
20,146
– – ﹤0.01% 777
2023
Q1 		$1.22M Hold
20,146
– – ﹤0.01% 782
2022
Q4 		$1.22M Hold
20,146
– – 0.01% 768
2022
Q3 		$1.09M Sell
20,146
-2,160
-10% -$129K 0.01% 791
2022
Q2 		$1.29M Buy
22,306
+13
+0.1% +$802 0.01% 756
2022
Q1 		$1.44M Buy
22,293
+6
+0% +$382 0.01% 794
2021
Q4 		$1.44M Buy
22,287
+11
+0% +$685 ﹤0.01% 821
2021
Q3 		$1.31M Buy
22,276
+8
+0% +$484 ﹤0.01% 819
2021
Q2 		$1.32M Sell
22,268
-90
-0.4% -$5.29K ﹤0.01% 826
2021
Q1 		$1.26M Sell
22,358
-3,894
-15% -$211K ﹤0.01% 824
2020
Q4 		$1.38M Sell
26,252
-552
-2% -$27.5K 0.01% 757
2020
Q3 		$1.26M Sell
26,804
-2,330
-8% -$110K 0.01% 691
2020
Q2 		$1.31M Sell
29,134
-11,722
-29% -$510K 0.01% 661
2020
Q1 		$1.6M Sell
40,856
-1,652
-4% -$80.1K 0.01% 562
2019
Q4 		$2.24M Sell
42,508
-96
-0.2% -$4.88K 0.01% 571
2019
Q3 		$2.11M Buy
42,604
+4
+0% +$195 0.01% 561
2019
Q2 		$2.07M Buy
42,600
+6
+0% +$287 0.01% 567
2019
Q1 		$2.02M Buy
42,594
+4
+0% +$183 0.01% 564
2018
Q4 		$1.8M Buy
42,590
+4
+0% +$182 0.01% 544
2018
Q3 		$2.04M Sell
42,586
-406
-0.9% -$19.2K 0.01% 551
2018
Q2 		$1.96M Sell
42,992
-12,340
-22% -$560K 0.01% 558
2018
Q1 		$2.47M Sell
55,332
-8,630
-13% -$399K 0.02% 508
2017
Q4 		$2.97M Sell
63,962
-4,364
-6% -$197K 0.02% 477
2017
Q3 		$3M Sell
68,326
-3,166
-4% -$136K 0.02% 452
2017
Q2 		$3.04M Sell
71,492
-858
-1% -$36.3K 0.02% 463
2017
Q1 		$3.06M Buy
72,350
+1,114
+2% +$46.3K 0.02% 438
2016
Q4 		$2.89M Buy
71,236
+3,004
+4% +$118K 0.03% 414
2016
Q3 		$2.67M Sell
68,232
-2,890
-4% -$113K 0.02% 429
2016
Q2 		$2.73M Buy
71,122
+64,222
+931% +$2.41M 0.03% 406
2016
Q1 		$256K Hold
6,900
– – ﹤0.01% 985
2015
Q4 		$247K Buy
6,900
+400
+6% +$14.4K ﹤0.01% 1011
2015
Q3 		$220K Sell
6,500
-1,300
-17% -$46.3K ﹤0.01% 1250
2015
Q2 		$285K Sell
7,800
-600
-7% -$22.5K ﹤0.01% 1951
2015
Q1 		$311K Buy
8,400
+800
+11% +$29.8K ﹤0.01% 1873
2014
Q4 		$284K Sell
7,600
-200
-3% -$7.3K ﹤0.01% 1878
2014
Q3 		$278K Sell
7,800
-600
-7% -$21.5K ﹤0.01% 1870
2014
Q2 		$300K Hold
8,400
– – ﹤0.01% 1813
2014
Q1 		$286K Sell
8,400
-100
-1% -$3.32K ﹤0.01% 1779
2013
Q4 		$285K Sell
8,500
-600
-7% -$19.5K ﹤0.01% 1758
2013
Q3 		$281K Hold
9,100
– – ﹤0.01% 1745
2013
Q2 		$274K Buy
+9,100
New +$276K ﹤0.01% 1704

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
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

William Blair & Company's DTD Position: Q1 2026 in Review

William Blair & Company held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 14,110 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #878.

William Blair & Company first reported a position in DTD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q1 2017. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • William Blair & Company held 14,110 shares of WisdomTree US Total Dividend Fund worth $1.22M as of Q1 2026.
  • William Blair & Company left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #878 holding.
  • William Blair & Company first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's WisdomTree US Total Dividend Fund position peaked at $3.06M in Q1 2017.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.