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 Q3	–	Sell	-1,132	Closed	-$108K	–	579
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cornerstone Planning Group's DTD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2026, closing a stake of 1,132 shares — an estimated $108K sold.

Cornerstone Planning Group first reported a position in DTD in Q3 2025 and held it in 4 quarters. The position peaked at $11.5M in Q3 2025. 48 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Cornerstone Planning Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,132 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $108K.
Cornerstone Planning Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's WisdomTree US Total Dividend Fund position peaked at $11.5M in Q3 2025.
48 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.