GRP
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Global Retirement Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Global Retirement Partners’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 		$122K Buy
+1,304
New +$119K ﹤0.01% 1932
2025
Q4 		$110K Sell
1,294
-74
-5% -$6.23K ﹤0.01% 1854
2025
Q3 		$115K Buy
1,368
+6
+0.4% +$492 ﹤0.01% 1458
2025
Q2 		$108K Buy
+1,362
New +$103K ﹤0.01% 1390
2024
Q4 		$18.4K Hold
242
– – ﹤0.01% 2132
2024
Q3 		$18.6K Hold
242
– – ﹤0.01% 2035
2024
Q2 		$17.1K Sell
242
-16
-6% -$1.11K ﹤0.01% 2066
2024
Q1 		$18.2K Buy
258
+2
+0.8% +$134 ﹤0.01% 1857
2023
Q4 		$16.6K Buy
256
+56
+28% +$3.45K ﹤0.01% 1849
2023
Q3 		$11.8K Hold
200
– – ﹤0.01% 1881
2023
Q2 		$12.4K Hold
200
– – ﹤0.01% 1884
2023
Q1 		$12K Hold
200
– – ﹤0.01% 1852
2022
Q4 		$12.1K Hold
200
– – ﹤0.01% 1700
2022
Q3 		$12K Buy
+200
New +$11.9K ﹤0.01% 1603
2019
Q4 		– Sell
-470
Closed -$23K – 1637
2019
Q3 		$23K Sell
470
-176
-27% -$8.58K ﹤0.01% 848
2019
Q2 		$31K Hold
646
– – 0.01% 740
2019
Q1 		$31K Buy
646
+80
+14% +$3.66K 0.01% 683
2018
Q4 		$24K Sell
566
-324
-36% -$14.7K 0.01% 690
2018
Q3 		$43K Sell
890
-64
-7% -$3.03K 0.01% 600
2018
Q2 		$43K Hold
954
– – 0.01% 571
2018
Q1 		$43K Sell
954
-68
-7% -$3.15K 0.01% 564
2017
Q4 		$48K Sell
1,022
-500
-33% -$22.6K 0.01% 501
2017
Q3 		$67K Buy
1,522
+134
+10% +$5.77K 0.03% 380
2017
Q2 		$59K Hold
1,388
– – 0.03% 384
2017
Q1 		$58K Hold
1,388
– – 0.03% 354
2016
Q4 		$56K Buy
+1,388
New +$54.6K 0.04% 336

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 $2.73B AUM 14.39% 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

Global Retirement Partners's DTD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 1,304 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DTD as recently as Q4 2025.

Global Retirement Partners first reported a position in DTD in Q4 2016 and has held it in 26 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Global Retirement Partners held 1,304 shares of WisdomTree US Total Dividend Fund worth $122K as of Q2 2026.
  • WisdomTree US Total Dividend Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1932 holding.
  • Global Retirement Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and has held it in 26 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.