Gradient Capital Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Gradient Capital 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 Q3	$446K	Hold	4,774	–	–	0.1%	119
2026 Q2	$445K	Sell	4,774 -41	-0.9%	-$3.74K	0.1%	118
2026 Q1	$416K	Hold	4,815	–	–	0.11%	115
2025 Q4	$409K	Sell	4,815 -119	-2%	-$10K	0.11%	117
2025 Q3	$414K	Hold	4,934	–	–	0.11%	112
2025 Q2	$392K	Hold	4,934	–	–	0.12%	113
2025 Q1	$380K	Hold	4,934	–	–	0.12%	109
2024 Q4	$374K	Hold	4,934	–	–	0.12%	109
2024 Q3	$378K	Hold	4,934	–	–	0.13%	107
2024 Q2	$349K	Sell	4,934 -1,402	-22%	-$97.6K	0.12%	110
2024 Q1	$448K	Hold	6,336	–	–	0.16%	97
2023 Q4	$414K	Sell	6,336 -1,350	-18%	-$83.1K	0.16%	98
2023 Q3	$462K	Hold	7,686	–	–	0.19%	87
2023 Q2	$477K	Hold	7,686	–	–	0.19%	85
2023 Q1	$466K	Hold	7,686	–	–	0.2%	81
2022 Q4	$466K	Hold	7,686	–	–	0.21%	82
2022 Q3	$417K	Hold	7,686	–	–	0.2%	84
2022 Q2	$445K	Hold	7,686	–	–	0.21%	84
2022 Q1	$496K	Hold	7,686	–	–	0.21%	82
2021 Q4	$498K	Hold	7,686	–	–	0.21%	81
2021 Q3	$451K	Hold	7,686	–	–	0.21%	79
2021 Q2	$455K	Sell	7,686 -104	-1%	-$6.12K	0.21%	79
2021 Q1	$440K	Hold	7,790	–	–	0.23%	78
2020 Q4	$408K	Sell	7,790 -186	-2%	-$9.27K	0.23%	75
2020 Q3	$375K	Hold	7,976	–	–	0.23%	76
2020 Q2	$359K	Hold	7,976	–	–	0.24%	75
2020 Q1	$312K	Sell	7,976 -1,200	-13%	-$58.2K	0.25%	75
2019 Q4	$484K	Hold	9,176	–	–	0.34%	62
2019 Q3	$455K	Sell	9,176 -678	-7%	-$33K	0.34%	61
2019 Q2	$479K	Hold	9,854	–	–	0.37%	56
2019 Q1	$466K	Hold	9,854	–	–	0.37%	56
2018 Q4	$417K	Hold	9,854	–	–	0.36%	54
2018 Q3	$473K	Sell	9,854 -1,180	-11%	-$55.9K	0.4%	54
2018 Q2	$503K	Sell	11,034 -690	-6%	-$31.3K	0.47%	46
2018 Q1	$522K	Hold	11,724	–	–	0.52%	41
2017 Q4	$545K	Buy	+11,724	New	+$530K	0.56%	38

Other funds holding DTD

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Gradient Capital Advisors's DTD Position: Q3 2026 in Review

Gradient Capital Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 4,774 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #119.

Gradient Capital Advisors first reported a position in DTD in Q4 2017 and has held it in 36 quarters since. The position peaked at $545K in Q4 2017. 44 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Gradient Capital Advisors held 4,774 shares of WisdomTree US Total Dividend Fund worth $446K as of Q3 2026.
Gradient Capital Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.1% of Gradient Capital Advisors's portfolio in Q3 2026, its #119 holding.
Gradient Capital Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and has held it in 36 quarters since.
Gradient Capital Advisors's WisdomTree US Total Dividend Fund position peaked at $545K in Q4 2017.
44 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.