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FFG Retirement Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

FFG Retirement 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
Q2 		$5.57M Sell
59,772
-414
-0.7% -$37.8K 2.95% 12
2026
Q1 		$5.2M Sell
60,186
-15,376
-20% -$1.35M 3.03% 11
2025
Q4 		$6.41M Sell
75,562
-1,288
-2% -$108K 3.98% 7
2025
Q3 		$6.46M Sell
76,850
-1,464
-2% -$120K 4.01% 7
2025
Q2 		$6.23M Sell
78,314
-6,414
-8% -$486K 3.9% 7
2025
Q1 		$6.52M Buy
84,728
+23,758
+39% +$1.84M 4.44% 5
2024
Q4 		$4.63M Sell
60,970
-1,068
-2% -$83.2K 3.02% 12
2024
Q3 		$4.76M Sell
62,038
-1,197
-2% -$88.1K 3.1% 10
2024
Q2 		$4.48M Sell
63,235
-1,907
-3% -$133K 3.12% 10
2024
Q1 		$4.61M Sell
65,142
-19,670
-23% -$1.32M 3.24% 9
2023
Q4 		$5.55M Sell
84,812
-11,755
-12% -$723K 4.28% 5
2023
Q3 		$5.81M Sell
96,567
-316
-0.3% -$19.7K 4.82% 5
2023
Q2 		$6.02M Buy
96,883
+259
+0.3% +$15.7K 4.82% 7
2023
Q1 		$5.85M Sell
96,624
-29,151
-23% -$1.78M 5.01% 7
2022
Q4 		$7.63M Buy
+125,775
New +$7.55M 6.96% 4

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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

FFG Retirement Advisors's DTD Position: Q2 2026 in Review

FFG Retirement Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.69% in Q2 2026, selling an estimated $37.8K and leaving 59,772 shares worth $5.57M. The position accounts for 2.95% of the portfolio, ranked #12.

FFG Retirement Advisors first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.63M in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • FFG Retirement Advisors held 59,772 shares of WisdomTree US Total Dividend Fund worth $5.57M as of Q2 2026.
  • FFG Retirement Advisors sold 414 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $37.8K.
  • WisdomTree US Total Dividend Fund made up 2.95% of FFG Retirement Advisors's portfolio in Q2 2026, its #12 holding.
  • FFG Retirement Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's WisdomTree US Total Dividend Fund position peaked at $7.63M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.