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

Cherrydale 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
2026 Q2	$1.75M	Buy	18,789 +93	+0.5%	+$8.49K	0.46%	24
2026 Q1	$1.61M	Buy	18,696 +79	+0.4%	+$6.94K	0.5%	23
2025 Q4	$1.58M	Buy	18,617 +105	+0.6%	+$8.84K	0.48%	25
2025 Q3	$1.56M	Sell	18,512 -136	-0.7%	-$11.1K	0.49%	24
2025 Q2	$1.48M	Buy	18,648 +108	+0.6%	+$8.18K	0.52%	24
2025 Q1	$1.43M	Buy	18,540 +84	+0.5%	+$6.52K	0.56%	19
2024 Q4	$1.4M	Buy	18,456 +101	+0.6%	+$7.87K	0.54%	21
2024 Q3	$1.41M	Buy	18,355 +98	+0.5%	+$7.21K	0.58%	18
2024 Q2	$1.29M	Buy	18,257 +107	+0.6%	+$7.45K	0.57%	20
2024 Q1	$1.28M	Buy	18,150 +86	+0.5%	+$5.78K	0.6%	20
2023 Q4	$1.18M	Buy	18,064 +132	+0.7%	+$8.12K	0.62%	20
2023 Q3	$1.08M	Buy	17,932 +114	+0.6%	+$7.12K	0.64%	19
2023 Q2	$1.11M	Buy	17,818 +108	+0.6%	+$6.54K	0.77%	14
2023 Q1	$1.07M	Buy	17,710 +107	+0.6%	+$6.54K	0.81%	14
2022 Q4	$1.07M	Buy	17,603 +132	+0.8%	+$7.92K	0.88%	11
2022 Q3	$948K	Buy	17,471 +127	+0.7%	+$7.56K	0.88%	14
2022 Q2	$1M	Buy	17,344 +131	+0.8%	+$8.08K	0.92%	14
2022 Q1	$1.11M	Buy	17,213 +64	+0.4%	+$4.07K	0.82%	17
2021 Q4	$1.11M	Buy	+17,149	New	+$1.07M	0.83%	18

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 $2.7B AUM 21.91% 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

Cherrydale Wealth Management's DTD Position: Q2 2026 in Review

Cherrydale Wealth Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.5% in Q2 2026, buying an estimated $8.49K and bringing the position to 18,789 shares worth $1.75M. The position accounts for 0.46% of the portfolio, ranked #24.

Cherrydale Wealth Management first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Cherrydale Wealth Management held 18,789 shares of WisdomTree US Total Dividend Fund worth $1.75M as of Q2 2026.
Cherrydale Wealth Management bought 93 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $8.49K.
WisdomTree US Total Dividend Fund made up 0.46% of Cherrydale Wealth Management's portfolio in Q2 2026, its #24 holding.
Cherrydale Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.