Center for Financial Planning’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Center for Financial Planning’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	$91.6K	Hold	982	–	–	0.01%	252
2026 Q1	$84.8K	Hold	982	–	–	0.01%	251
2025 Q4	$83.4K	Hold	982	–	–	0.01%	249
2025 Q3	$82.5K	Hold	982	–	–	0.01%	247
2025 Q2	$78.1K	Hold	982	–	–	0.01%	248
2025 Q1	$75.6K	Hold	982	–	–	0.01%	238
2024 Q4	$74.5K	Hold	982	–	–	0.01%	227
2024 Q3	$75.3K	Hold	982	–	–	0.01%	207
2024 Q2	$69.6K	Hold	982	–	–	0.01%	204
2024 Q1	$69.4K	Hold	982	–	–	0.01%	206
2023 Q4	$64.2K	Hold	982	–	–	0.01%	200
2023 Q3	$59.1K	Hold	982	–	–	0.01%	198
2023 Q2	$61K	Buy	+982	New	+$59.5K	0.01%	201

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 $2.73B AUM 14.39% 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

Center for Financial Planning's DTD Position: Q2 2026 in Review

Center for Financial Planning held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 982 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #252.

Center for Financial Planning first reported a position in DTD in Q2 2023 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Center for Financial Planning held 982 shares of WisdomTree US Total Dividend Fund worth $91.6K as of Q2 2026.
Center for Financial Planning left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #252 holding.
Center for Financial Planning first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and has held it in 13 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.