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

Cornerstone 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 Q2	$727K	Hold	7,800	–	–	0.45%	42
2026 Q1	$710K	Hold	7,800	–	–	0.46%	42
2025 Q4	$662K	Hold	7,800	–	–	0.46%	43
2025 Q3	$655K	Hold	7,800	–	–	0.51%	43
2025 Q2	$620K	Hold	7,800	–	–	0.53%	43
2025 Q1	$599K	Hold	7,800	–	–	0.54%	43
2024 Q4	$592K	Buy	+7,800	New	+$608K	0.58%	42

Other funds holding DTD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Financial Group's DTD Position: Q2 2026 in Review

Cornerstone Financial Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 7,800 shares worth $727K. The position accounts for 0.45% of the portfolio, ranked #42.

Cornerstone Financial Group first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Cornerstone Financial Group held 7,800 shares of WisdomTree US Total Dividend Fund worth $727K as of Q2 2026.
Cornerstone Financial Group left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.45% of Cornerstone Financial Group's portfolio in Q2 2026, its #42 holding.
Cornerstone Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.