Fairman Group
DTD icon

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
Q3 		$87.3K Buy
935
+4
+0.4% +$383 0.06% 82
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

626 Financial
626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Envision Financial
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fairman Group's DTD Position: Q3 2026 in Review

Fairman Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.43% in Q3 2026, buying an estimated $383 and bringing the position to 935 shares worth $87.3K. The position accounts for 0.06% of the portfolio, ranked #82.

Fairman Group first reported a position in DTD in Q4 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Fairman Group held 935 shares of WisdomTree US Total Dividend Fund worth $87.3K as of Q3 2026.
  • Fairman Group bought 4 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $383.
  • WisdomTree US Total Dividend Fund made up 0.06% of Fairman Group's portfolio in Q3 2026, its #82 holding.
  • Fairman Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.