William Mack & Associates’s WisdomTree US Total Dividend Fund DTD Stock Holding History

William Mack & Associates’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 Q3	$6.17K	Buy	+66	New	+$6.32K	﹤0.01%	447

Other funds holding DTD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

William Mack & Associates's DTD Position: Q3 2026 in Review

William Mack & Associates opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 66 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

190 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

William Mack & Associates held 66 shares of WisdomTree US Total Dividend Fund worth $6.17K as of Q3 2026.
WisdomTree US Total Dividend Fund was a new William Mack & Associates position in Q3 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #447 holding.
190 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.