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 Q3	$28.9K	Hold	309	–	–	﹤0.01%	1888
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Larson Financial Group's DTD Position: Q3 2026 in Review

Larson Financial Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 309 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Larson Financial Group first reported a position in DTD in Q4 2019 and has held it in 28 quarters since. The position peaked at $39.6K in Q1 2026. 132 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Larson Financial Group held 309 shares of WisdomTree US Total Dividend Fund worth $28.9K as of Q3 2026.
Larson Financial Group left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1888 holding.
Larson Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 28 quarters since.
Larson Financial Group's WisdomTree US Total Dividend Fund position peaked at $39.6K in Q1 2026.
132 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.