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KMG Fiduciary Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-11,179
Closed -$1.04M – 184
2026
Q2 		$1.04M Buy
11,179
+121
+1% +$11K 0.1% 124
2026
Q1 		$955K Buy
11,058
+142
+1% +$12.5K 0.07% 171
2025
Q4 		$927K Buy
10,916
+329
+3% +$27.7K 0.07% 166
2025
Q3 		$889K Sell
10,587
-196
-2% -$16.1K 0.06% 195
2025
Q2 		$857K Buy
10,783
+546
+5% +$41.3K 0.06% 194
2025
Q1 		$788K Buy
10,237
+62
+0.6% +$4.82K 0.07% 198
2024
Q4 		$772K Buy
10,175
+1,749
+21% +$136K 0.06% 196
2024
Q3 		$646K Buy
+8,426
New +$620K 0.06% 199

Other funds holding DTD

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KMG Fiduciary Partners's DTD Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2026, closing a stake of 11,179 shares — an estimated $1.04M sold.

KMG Fiduciary Partners first reported a position in DTD in Q3 2024 and held it in 8 quarters. The position peaked at $1.04M in Q2 2026. 15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,179 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $1.04M.
  • KMG Fiduciary Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 8 quarters.
  • KMG Fiduciary Partners's WisdomTree US Total Dividend Fund position peaked at $1.04M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.