HB Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

HB Wealth Management’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	$1.35M	Hold	14,490	–	–	0.01%	617
2026 Q1	$1.25M	Buy	14,490 +525	+4%	+$46.1K	0.01%	580
2025 Q4	$1.19M	Hold	13,965	–	–	0.01%	570
2025 Q3	$1.17M	Sell	13,965 -65	-0.5%	-$5.33K	0.01%	561
2025 Q2	$1.12M	Hold	14,030	–	–	0.01%	501
2025 Q1	$1.08M	Buy	14,030 +1,150	+9%	+$89.3K	0.01%	517
2024 Q4	$977K	Hold	12,880	–	–	0.01%	417
2024 Q3	$988K	Sell	12,880 -5	-0%	-$368	0.01%	399
2024 Q2	$913K	Buy	12,885 +5	+0%	+$348	0.01%	389
2024 Q1	$911K	Hold	12,880	–	–	0.01%	370
2023 Q4	$842K	Sell	12,880 -1,072	-8%	-$66K	0.01%	346
2023 Q3	$839K	Hold	13,952	–	–	0.01%	325
2023 Q2	$866K	Hold	13,952	–	–	0.01%	309
2023 Q1	$845K	Hold	13,952	–	–	0.01%	311
2022 Q4	$846K	Hold	13,952	–	–	0.02%	306
2022 Q3	$757K	Sell	13,952 -201	-1%	-$12K	0.02%	287
2022 Q2	$820K	Buy	14,153 +201	+1%	+$12.4K	0.02%	276
2022 Q1	$901K	Hold	13,952	–	–	0.02%	280
2021 Q4	$903K	Buy	+13,952	New	+$868K	0.02%	251

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 $2.73B 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

HB Wealth Management's DTD Position: Q2 2026 in Review

HB Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 14,490 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #617.

HB Wealth Management first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

HB Wealth Management held 14,490 shares of WisdomTree US Total Dividend Fund worth $1.35M as of Q2 2026.
HB Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #617 holding.
HB Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.