Focus Partners Wealth
DTD icon

Focus Partners Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Focus Partners Wealth’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
Q1 		$2.7M Sell
30,877
-281
-0.9% -$24.7K ﹤0.01% 1183
2025
Q4 		$2.64M Buy
31,158
+954
+3% +$80.4K ﹤0.01% 1207
2025
Q3 		$2.54M Buy
30,204
+26
+0.1% +$2.13K ﹤0.01% 948
2025
Q2 		$2.4M Buy
30,178
+3,346
+12% +$253K 0.01% 858
2025
Q1 		$2.06M Sell
26,832
-10
-0% -$777 0.01% 839
2024
Q4 		$2.04M Buy
+26,842
New +$2.09M 0.01% 834
2024
Q3 		– Sell
-25,469
Closed -$1.86M – 1604
2024
Q2 		$1.86M Buy
25,469
+51
+0.2% +$3.55K 0.01% 664
2024
Q1 		$1.71M Buy
+25,418
New +$1.71M 0.01% 512

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