Brass Tax Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brass Tax 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 Q3	$243K	Hold	2,898	–	–	0.04%	211
2025 Q2	$230K	Hold	2,898	–	–	0.04%	204
2025 Q1	$223K	Hold	2,898	–	–	0.05%	198
2024 Q4	$220K	Sell	2,898 -600	-17%	-$46.8K	0.05%	189
2024 Q3	$268K	Hold	3,498	–	–	0.06%	163
2024 Q2	$248K	Buy	+3,498	New	+$243K	0.11%	113

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brass Tax Wealth Management's DTD Position: Q3 2025 in Review

Brass Tax Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2025 at 2,898 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #211.

Brass Tax Wealth Management first reported a position in DTD in Q2 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2024. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

Brass Tax Wealth Management held 2,898 shares of WisdomTree US Total Dividend Fund worth $243K as of Q3 2025.
Brass Tax Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2025.
WisdomTree US Total Dividend Fund made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #211 holding.
Brass Tax Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2024 and has held it in 6 quarters since.
Brass Tax Wealth Management's WisdomTree US Total Dividend Fund position peaked at $268K in Q3 2024.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.