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Family Legacy Financial Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-913
Closed -$76.7K – 96
2025
Q3 		$76.7K Buy
913
+5
+0.6% +$410 0.06% 78
2025
Q2 		$72.3K Buy
+908
New +$68.7K 0.06% 81

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Family Legacy Financial Solutions's DTD Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2025, closing a stake of 913 shares — an estimated $76.7K sold.

Family Legacy Financial Solutions first reported a position in DTD in Q2 2025 and held it in 2 quarters. The position peaked at $76.7K in Q3 2025. 207 funds tracked by Wall St. Rank hold DTD as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 913 WisdomTree US Total Dividend Fund shares in Q4 2025, an estimated $76.7K.
  • Family Legacy Financial Solutions first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's WisdomTree US Total Dividend Fund position peaked at $76.7K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.