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

Cornerstone Planning 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	$103K	Sell	1,129 -1,491	-57%	-$131K	0.01%	244
2025 Q4	$229K	Sell	2,620 -124,742	-98%	-$10.5M	0.04%	127
2025 Q3	$11.5M	Buy	+127,362	New	+$10.4M	1.84%	16

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Cornerstone Planning Group's DTD Position: Q1 2026 in Review

Cornerstone Planning Group reduced its WisdomTree US Total Dividend Fund (DTD) stake by 57% in Q1 2026, selling an estimated $131K and leaving 1,129 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #244.

Cornerstone Planning Group first reported a position in DTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5M in Q3 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Cornerstone Planning Group held 1,129 shares of WisdomTree US Total Dividend Fund worth $103K as of Q1 2026.
Cornerstone Planning Group sold 1,491 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $131K.
WisdomTree US Total Dividend Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #244 holding.
Cornerstone Planning Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 3 quarters since.
Cornerstone Planning Group's WisdomTree US Total Dividend Fund position peaked at $11.5M in Q3 2025.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.