CFD
DTD icon

Creative Financial Designs’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Creative Financial Designs’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 		$333K Sell
3,573
-30
-0.8% -$2.74K 0.02% 491
2026
Q1 		$311K Buy
3,603
+85
+2% +$7.47K 0.02% 425
2025
Q4 		$299K Sell
3,518
-52
-1% -$4.38K 0.02% 399
2025
Q3 		$300K Sell
3,570
-1,218
-25% -$99.8K 0.02% 401
2025
Q2 		$381K Sell
4,788
-412
-8% -$31.2K 0.03% 352
2025
Q1 		$400K Sell
5,200
-1,348
-21% -$105K 0.03% 318
2024
Q4 		$497K Buy
6,548
+148
+2% +$11.5K 0.04% 286
2024
Q3 		$491K Buy
6,400
+83
+1% +$6.11K 0.04% 292
2024
Q2 		$447K Sell
6,317
-51
-0.8% -$3.55K 0.04% 292
2024
Q1 		$450K Buy
6,368
+993
+18% +$66.8K 0.04% 278
2023
Q4 		$351K Buy
5,375
+38
+0.7% +$2.34K 0.04% 287
2023
Q3 		$321K Buy
5,337
+899
+20% +$56.2K 0.04% 272
2023
Q2 		$276K Buy
4,438
+2,177
+96% +$132K 0.03% 290
2023
Q1 		$137K Sell
2,261
-89
-4% -$5.44K 0.02% 406
2022
Q4 		$143K Sell
2,350
-218
-8% -$13.1K 0.02% 380
2022
Q3 		$139K Sell
2,568
-112
-4% -$6.67K 0.02% 361
2022
Q2 		$155K Sell
2,680
-14
-0.5% -$864 0.03% 341
2022
Q1 		$174K Buy
2,694
+748
+38% +$47.6K 0.03% 335
2021
Q4 		$126K Sell
1,946
-128
-6% -$7.97K 0.02% 397
2021
Q3 		$122K Buy
2,074
+828
+66% +$50.1K 0.02% 404
2021
Q2 		$74K Buy
+1,246
New +$73.3K 0.01% 506

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 $2.73B AUM 14.39% 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

Creative Financial Designs's DTD Position: Q2 2026 in Review

Creative Financial Designs reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.83% in Q2 2026, selling an estimated $2.74K and leaving 3,573 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #491.

Creative Financial Designs first reported a position in DTD in Q2 2021 and has held it in 21 quarters since. The position peaked at $497K in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Creative Financial Designs held 3,573 shares of WisdomTree US Total Dividend Fund worth $333K as of Q2 2026.
  • Creative Financial Designs sold 30 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $2.74K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #491 holding.
  • Creative Financial Designs first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's WisdomTree US Total Dividend Fund position peaked at $497K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.