CFFP
DTD icon

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
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
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