DFA
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DHJJ Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

DHJJ Financial Advisors’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 		$1.21K Hold
14
– – ﹤0.01% 791
2025
Q4 		$1.19K Hold
14
– – ﹤0.01% 761
2025
Q3 		$1.18K Hold
14
– – ﹤0.01% 743
2025
Q2 		$1.11K Hold
14
– – ﹤0.01% 725
2025
Q1 		$1.08K Hold
14
– – ﹤0.01% 683
2024
Q4 		$1.06K Hold
14
– – ﹤0.01% 653
2024
Q3 		$1.07K Hold
14
– – ﹤0.01% 635
2024
Q2 		$992 Hold
14
– – ﹤0.01% 600
2024
Q1 		$991 Hold
14
– – ﹤0.01% 586
2023
Q4 		$916 Hold
14
– – ﹤0.01% 577
2023
Q3 		$843 Buy
+14
New +$875 ﹤0.01% 581

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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