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 Q2	$2.92M	Buy	31,295 +418	+1%	+$38.2K	﹤0.01%	1185
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Focus Partners Wealth's DTD Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.4% in Q2 2026, buying an estimated $38.2K and bringing the position to 31,295 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Focus Partners Wealth first reported a position in DTD in Q1 2024 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Focus Partners Wealth held 31,295 shares of WisdomTree US Total Dividend Fund worth $2.92M as of Q2 2026.
Focus Partners Wealth bought 418 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $38.2K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1185 holding.
Focus Partners Wealth first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.