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 Q2	$1.31K	Hold	14	–	–	﹤0.01%	795
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

DHJJ Financial Advisors's DTD Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 14 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

DHJJ Financial Advisors first reported a position in DTD in Q3 2023 and has held it in 12 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

DHJJ Financial Advisors held 14 shares of WisdomTree US Total Dividend Fund worth $1.31K as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #795 holding.
DHJJ Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 12 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.