Grandfield & Dodd’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Grandfield & Dodd’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	$205K	Buy	+2,200	New	+$201K	0.01%	211

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

Grandfield & Dodd's DTD Position: Q2 2026 in Review

Grandfield & Dodd opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2026: 2,200 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Grandfield & Dodd held 2,200 shares of WisdomTree US Total Dividend Fund worth $205K as of Q2 2026.
WisdomTree US Total Dividend Fund was a new Grandfield & Dodd position in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Grandfield & Dodd's portfolio in Q2 2026, its #211 holding.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.