CFG
DTD icon

Cooper Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cooper Financial Group’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 		– Sell
-2,767
Closed -$235K – 438
2025
Q4 		$235K Hold
2,767
– – 0.03% 338
2025
Q3 		$232K Hold
2,767
– – 0.03% 350
2025
Q2 		$220K Hold
2,767
– – 0.03% 348
2025
Q1 		$213K Hold
2,767
– – 0.03% 356
2024
Q4 		$210K Hold
2,767
– – 0.03% 368
2024
Q3 		$212K Buy
+2,767
New +$204K 0.03% 361

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cooper Financial Group's DTD Position: Q1 2026 in Review

Cooper Financial Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2026, closing a stake of 2,767 shares — an estimated $235K sold.

Cooper Financial Group first reported a position in DTD in Q3 2024 and held it in 6 quarters. The position peaked at $235K in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Cooper Financial Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 2,767 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $235K.
  • Cooper Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 6 quarters.
  • Cooper Financial Group's WisdomTree US Total Dividend Fund position peaked at $235K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.