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

Mather 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	$84.5K	Buy	+904	New	+$86.6K	﹤0.01%	1004

Other funds holding DTD

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

RPGK

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

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

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return

Mather Group's DTD Position: Q3 2026 in Review

Mather Group opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 904 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings.

44 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Mather Group held 904 shares of WisdomTree US Total Dividend Fund worth $84.5K as of Q3 2026.
WisdomTree US Total Dividend Fund was a new Mather Group position in Q3 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1004 holding.
44 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.