LRI Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

LRI Investments’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	$218K	Hold	2,334	–	–	0.02%	307
2026 Q1	$202K	Sell	2,334 -73	-3%	-$6.41K	0.02%	284
2025 Q4	$204K	Hold	2,407	–	–	0.02%	278
2025 Q3	$202K	Sell	2,407 -34	-1%	-$2.79K	0.02%	292
2025 Q2	$194K	Sell	2,441 -10	-0.4%	-$757	0.02%	292
2025 Q1	$189K	Buy	2,451 +2,161	+745%	+$168K	0.02%	276
2024 Q4	$22K	Hold	290	–	–	﹤0.01%	645
2024 Q3	$22.8K	Buy	290 +1	+0.3%	+$74	﹤0.01%	635
2024 Q2	$20.5K	Sell	289 -24	-8%	-$1.67K	﹤0.01%	601
2024 Q1	$22.1K	Buy	+313	New	+$21K	0.01%	368

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

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

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