Hilltop National Bank’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Hilltop National Bank’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	$91.9K	Hold	986	–	–	0.02%	383
2026 Q1	$85.2K	Hold	986	–	–	0.02%	376
2025 Q4	$83.7K	Hold	986	–	–	0.02%	375
2025 Q3	$82.8K	Hold	986	–	–	0.02%	384
2025 Q2	$78.4K	Buy	+986	New	+$74.6K	0.02%	381
2024 Q4	$74.8K	Hold	986	–	–	0.02%	370
2024 Q3	$75.6K	Hold	986	–	–	0.02%	389
2024 Q2	$69.8K	Hold	986	–	–	0.02%	383
2024 Q1	$69.7K	Buy	+986	New	+$66.3K	0.02%	383

Other funds holding DTD

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Hilltop National Bank's DTD Position: Q2 2026 in Review

Hilltop National Bank held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 986 shares worth $91.9K. The position accounts for 0.02% of the portfolio, ranked #383.

Hilltop National Bank first reported a position in DTD in Q1 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Hilltop National Bank held 986 shares of WisdomTree US Total Dividend Fund worth $91.9K as of Q2 2026.
Hilltop National Bank left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.02% of Hilltop National Bank's portfolio in Q2 2026, its #383 holding.
Hilltop National Bank first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 9 quarters since.
49 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.