James T. Borello’s WisdomTree US Total Dividend Fund DTD Stock Holding History

James T. Borello’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	$33.4K	Buy	+358	New	+$34.3K	0.01%	308

Other funds holding DTD

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

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

James T. Borello's DTD Position: Q3 2026 in Review

James T. Borello opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 358 shares worth $33.4K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

80 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

James T. Borello held 358 shares of WisdomTree US Total Dividend Fund worth $33.4K as of Q3 2026.
WisdomTree US Total Dividend Fund was a new James T. Borello position in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.01% of James T. Borello's portfolio in Q3 2026, its #308 holding.
80 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.