Larson Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Larson Financial Group’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	$28.8K	Sell	309 -150	-33%	-$13.7K	﹤0.01%	1801
2026 Q1	$39.6K	Hold	459	–	–	﹤0.01%	1473
2025 Q4	$38.9K	Hold	459	–	–	﹤0.01%	1368
2025 Q3	$38.5K	Hold	459	–	–	﹤0.01%	1276
2025 Q2	$36.5K	Hold	459	–	–	﹤0.01%	1199
2025 Q1	$35.3K	Hold	459	–	–	﹤0.01%	1153
2024 Q4	$34.8K	Hold	459	–	–	﹤0.01%	1017
2024 Q3	$35.2K	Hold	459	–	–	﹤0.01%	1015
2024 Q2	$32.5K	Buy	459 +150	+49%	+$10.4K	﹤0.01%	917
2024 Q1	$21.8K	Hold	309	–	–	﹤0.01%	869
2023 Q4	$20.2K	Hold	309	–	–	﹤0.01%	853
2023 Q3	$18.6K	Hold	309	–	–	﹤0.01%	832
2023 Q2	$19.2K	Hold	309	–	–	﹤0.01%	745
2023 Q1	$18.7K	Hold	309	–	–	﹤0.01%	754
2022 Q4	$18.7K	Hold	309	–	–	﹤0.01%	705
2022 Q3	$17K	Hold	309	–	–	﹤0.01%	661
2022 Q2	$18K	Hold	309	–	–	﹤0.01%	561
2022 Q1	$20K	Hold	309	–	–	﹤0.01%	523
2021 Q4	$20K	Buy	309 +1	+0.3%	+$62	﹤0.01%	537
2021 Q3	$18K	Hold	308	–	–	﹤0.01%	484
2021 Q2	$18K	Hold	308	–	–	﹤0.01%	452
2021 Q1	$17K	Hold	308	–	–	0.01%	439
2020 Q4	$16K	Hold	308	–	–	0.01%	412
2020 Q3	$15K	Hold	308	–	–	0.01%	371
2020 Q2	$14K	Hold	308	–	–	0.01%	330
2020 Q1	$12K	Hold	308	–	–	0.01%	263
2019 Q4	$16K	Buy	+308	New	+$15.7K	0.01%	243

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

Larson Financial Group's DTD Position: Q2 2026 in Review

Larson Financial Group reduced its WisdomTree US Total Dividend Fund (DTD) stake by 33% in Q2 2026, selling an estimated $13.7K and leaving 309 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Larson Financial Group first reported a position in DTD in Q4 2019 and has held it in 27 quarters since. The position peaked at $39.6K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Larson Financial Group held 309 shares of WisdomTree US Total Dividend Fund worth $28.8K as of Q2 2026.
Larson Financial Group sold 150 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $13.7K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1801 holding.
Larson Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 27 quarters since.
Larson Financial Group's WisdomTree US Total Dividend Fund position peaked at $39.6K in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.