Farther Finance Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Farther Finance 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 Q3	$172K	Buy	1,841 +276	+18%	+$26.4K	﹤0.01%	2419
2026 Q2	$146K	Buy	1,565 +1,097	+234%	+$100K	﹤0.01%	2456
2026 Q1	$40.4K	Hold	468	–	–	﹤0.01%	3147
2025 Q4	$39.7K	Hold	468	–	–	﹤0.01%	2967
2025 Q3	$39.3K	Hold	468	–	–	﹤0.01%	2591
2025 Q2	$37.2K	Hold	468	–	–	﹤0.01%	2292
2025 Q1	$36K	Hold	468	–	–	﹤0.01%	2074
2024 Q4	$35.5K	Hold	468	–	–	﹤0.01%	1822
2024 Q3	$35.9K	Hold	468	–	–	﹤0.01%	1814
2024 Q2	$33.1K	Hold	468	–	–	﹤0.01%	1581
2024 Q1	$32.9K	Hold	468	–	–	﹤0.01%	1327
2023 Q4	$30.6K	Hold	468	–	–	﹤0.01%	1198
2023 Q3	$28.2K	Hold	468	–	–	﹤0.01%	986
2023 Q2	$29.1K	Hold	468	–	–	0.01%	871
2023 Q1	$28.4K	Hold	468	–	–	0.01%	789
2022 Q4	$28.4K	Buy	+468	New	+$28.1K	0.01%	624

Other funds holding DTD

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PIAS

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Farther Finance Advisors's DTD Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 18% in Q3 2026, buying an estimated $26.4K and bringing the position to 1,841 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Farther Finance Advisors first reported a position in DTD in Q4 2022 and has held it in 16 quarters since. 15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Farther Finance Advisors held 1,841 shares of WisdomTree US Total Dividend Fund worth $172K as of Q3 2026.
Farther Finance Advisors bought 276 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $26.4K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2419 holding.
Farther Finance Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 16 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.