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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return