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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
Q2 		$108K Buy
1,132
+3
+0.3% +$274 0.01% 239
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
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
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

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

Cornerstone Planning Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.27% in Q2 2026, buying an estimated $274 and bringing the position to 1,132 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #239.

Cornerstone Planning Group first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q3 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Cornerstone Planning Group held 1,132 shares of WisdomTree US Total Dividend Fund worth $108K as of Q2 2026.
  • Cornerstone Planning Group bought 3 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $274.
  • WisdomTree US Total Dividend Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #239 holding.
  • Cornerstone Planning Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's WisdomTree US Total Dividend Fund position peaked at $11.5M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.