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Beacon Investment Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Beacon Investment Advisory Services’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 		$75.5K Hold
810
– – ﹤0.01% 370
2026
Q1 		$70K Buy
+810
New +$71.2K ﹤0.01% 376

Other funds holding DTD

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Beacon Investment Advisory Services's DTD Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 810 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Beacon Investment Advisory Services first reported a position in DTD in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Beacon Investment Advisory Services held 810 shares of WisdomTree US Total Dividend Fund worth $75.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #370 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.