Fairman Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Fairman Group’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	$86.8K	Buy	931 +5	+0.5%	+$456	0.07%	80
2026 Q1	$80K	Buy	926 +4	+0.4%	+$351	0.07%	78
2025 Q4	$78.3K	Buy	922 +5	+0.5%	+$421	0.06%	85
2025 Q3	$77K	Buy	917 +5	+0.5%	+$410	0.06%	84
2025 Q2	$72.5K	Buy	912 +5	+0.6%	+$378	0.06%	87
2025 Q1	$36.7K	Buy	907 +423	+87%	+$32.8K	0.03%	109
2024 Q4	$36.7K	Hold	484	–	–	0.03%	119
2024 Q3	$37.1K	Hold	484	–	–	0.03%	124
2024 Q2	$34.3K	Hold	484	–	–	0.03%	126
2024 Q1	$34.2K	Hold	484	–	–	0.03%	115
2023 Q4	$31.6K	Buy	+484	New	+$29.8K	0.03%	126

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

Fairman Group's DTD Position: Q2 2026 in Review

Fairman Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.54% in Q2 2026, buying an estimated $456 and bringing the position to 931 shares worth $86.8K. The position accounts for 0.07% of the portfolio, ranked #80.

Fairman Group first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Fairman Group held 931 shares of WisdomTree US Total Dividend Fund worth $86.8K as of Q2 2026.
Fairman Group bought 5 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $456.
WisdomTree US Total Dividend Fund made up 0.07% of Fairman Group's portfolio in Q2 2026, its #80 holding.
Fairman Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.