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 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

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

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

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

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.