Essential Planning’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Essential Planning’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	$341K	Sell	3,656 -94	-3%	-$8.58K	0.1%	72
2026 Q1	$324K	Buy	3,750 +1	+0%	+$88	0.1%	71
2025 Q4	$318K	Sell	3,749 -510	-12%	-$43K	0.1%	75
2025 Q3	$358K	Buy	4,259 +1	+0%	+$82	0.12%	64
2025 Q2	$339K	Sell	4,258 -63	-1%	-$4.77K	0.13%	66
2025 Q1	$333K	Sell	4,321 -287,184	-99%	-$22.3M	0.13%	64
2024 Q4	$22.7M	Buy	291,505 +287,021	+6,401%	+$22.4M	0.15%	55
2024 Q3	$344K	Sell	4,484 -219	-5%	-$16.1K	0.14%	60
2024 Q2	$333K	Sell	4,703 -433	-8%	-$30.1K	0.15%	52
2024 Q1	$336K	Hold	5,136	–	–	0.17%	48
2023 Q4	$336K	Sell	5,136 -263	-5%	-$16.2K	0.17%	48
2023 Q3	$325K	Sell	5,399 -338	-6%	-$21.1K	0.18%	42
2023 Q2	$356K	Sell	5,737 -677	-11%	-$41K	0.2%	39
2023 Q1	$389K	Sell	6,414 -4,180	-39%	-$255K	0.24%	33
2022 Q4	$580K	Buy	+10,594	New	+$636K	0.44%	27

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 $2.7B AUM 21.91% 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

Essential Planning's DTD Position: Q2 2026 in Review

Essential Planning reduced its WisdomTree US Total Dividend Fund (DTD) stake by 2.5% in Q2 2026, selling an estimated $8.58K and leaving 3,656 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #72.

Essential Planning first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.7M in Q4 2024. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Essential Planning held 3,656 shares of WisdomTree US Total Dividend Fund worth $341K as of Q2 2026.
Essential Planning sold 94 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $8.58K.
WisdomTree US Total Dividend Fund made up 0.1% of Essential Planning's portfolio in Q2 2026, its #72 holding.
Essential Planning first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Essential Planning's WisdomTree US Total Dividend Fund position peaked at $22.7M in Q4 2024.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.