Kapstone Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Kapstone Financial Advisors’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	$318K	Sell	3,412 -88	-3%	-$8.03K	0.13%	112
2026 Q1	$302K	Hold	3,500	–	–	0.15%	95
2025 Q4	$297K	Hold	3,500	–	–	0.15%	82
2025 Q3	$294K	Hold	3,500	–	–	0.14%	79
2025 Q2	$278K	Hold	3,500	–	–	0.14%	85
2025 Q1	$269K	Hold	3,500	–	–	0.15%	84
2024 Q4	$274K	Hold	3,500	–	–	0.15%	83
2024 Q3	$267K	Hold	3,500	–	–	0.16%	84
2024 Q2	$248K	Hold	3,500	–	–	0.16%	86
2024 Q1	$248K	Hold	3,500	–	–	0.17%	90
2023 Q4	$232K	Hold	3,500	–	–	0.18%	89
2023 Q3	$211K	Hold	3,500	–	–	0.19%	82
2023 Q2	$224K	Hold	3,500	–	–	0.19%	87
2023 Q1	$215K	Hold	3,500	–	–	0.19%	84
2022 Q4	$221K	Buy	+3,500	New	+$210K	0.2%	91

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

Kapstone Financial Advisors's DTD Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 2.5% in Q2 2026, selling an estimated $8.03K and leaving 3,412 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #112.

Kapstone Financial Advisors first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Kapstone Financial Advisors held 3,412 shares of WisdomTree US Total Dividend Fund worth $318K as of Q2 2026.
Kapstone Financial Advisors sold 88 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $8.03K.
WisdomTree US Total Dividend Fund made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #112 holding.
Kapstone Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.