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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
Q3 		$92.1K Hold
986
– – 0.02% 382
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

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Hilltop National Bank's DTD Position: Q3 2026 in Review

Hilltop National Bank held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 986 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #382.

Hilltop National Bank first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Hilltop National Bank held 986 shares of WisdomTree US Total Dividend Fund worth $92.1K as of Q3 2026.
  • Hilltop National Bank left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US Total Dividend Fund made up 0.02% of Hilltop National Bank's portfolio in Q3 2026, its #382 holding.
  • Hilltop National Bank first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.