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

Merit 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	$3.5M	Sell	37,523 -1,324	-3%	-$121K	0.02%	534
2026 Q1	$3.35M	Sell	38,847 -572	-1%	-$50.3K	0.02%	506
2025 Q4	$3.35M	Buy	39,419 +2,026	+5%	+$171K	0.03%	466
2025 Q3	$3.14M	Sell	37,393 -257	-0.7%	-$21.1K	0.03%	427
2025 Q2	$2.99M	Buy	37,650 +2,588	+7%	+$196K	0.03%	406
2025 Q1	$2.7M	Buy	35,062 +258	+0.7%	+$20K	0.04%	349
2024 Q4	$2.64M	Buy	34,804 +241	+0.7%	+$18.8K	0.05%	302
2024 Q3	$2.65M	Sell	34,563 -11,224	-25%	-$826K	0.06%	239
2024 Q2	$3.24M	Sell	45,787 -155	-0.3%	-$10.8K	0.07%	202
2024 Q1	$3.15M	Buy	+45,942	New	+$3.09M	0.08%	204

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

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

Merit Financial Group reduced its WisdomTree US Total Dividend Fund (DTD) stake by 3.4% in Q2 2026, selling an estimated $121K and leaving 37,523 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #534.

Merit Financial Group first reported a position in DTD in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Merit Financial Group held 37,523 shares of WisdomTree US Total Dividend Fund worth $3.5M as of Q2 2026.
Merit Financial Group sold 1,324 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $121K.
WisdomTree US Total Dividend Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #534 holding.
Merit Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.