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 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

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

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

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

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

Wealth Enhancement Advisory Services

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return