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Curran Financial Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Curran Financial Partners’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 		$375K Buy
4,017
+1,548
+63% +$141K 0.06% 97
2026
Q1 		$213K Sell
2,469
-16
-0.6% -$1.41K 0.04% 119
2025
Q4 		$211K Buy
+2,485
New +$209K 0.04% 121

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

Curran Financial Partners's DTD Position: Q2 2026 in Review

Curran Financial Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 63% in Q2 2026, buying an estimated $141K and bringing the position to 4,017 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #97.

Curran Financial Partners first reported a position in DTD in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Curran Financial Partners held 4,017 shares of WisdomTree US Total Dividend Fund worth $375K as of Q2 2026.
  • Curran Financial Partners bought 1,548 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $141K.
  • WisdomTree US Total Dividend Fund made up 0.06% of Curran Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Curran Financial Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.