Midland Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Midland Wealth Advisors’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
2025 Q3	–	Sell	-2,935	Closed	-$233K	–	176
2025 Q2	$233K	Hold	2,935	–	–	0.01%	160
2025 Q1	$226K	Hold	2,935	–	–	0.01%	172
2024 Q4	$223K	Hold	2,935	–	–	0.01%	185
2024 Q3	$225K	Sell	2,935 -315	-10%	-$23.2K	0.01%	186
2024 Q2	$230K	Hold	3,250	–	–	0.01%	197
2024 Q1	$230K	Sell	3,250 -700	-18%	-$47.1K	0.01%	180
2023 Q4	$258K	Buy	+3,950	New	+$243K	0.02%	167

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Midland Wealth Advisors's DTD Position: Q3 2025 in Review

Midland Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2025, closing a stake of 2,935 shares — an estimated $233K sold.

Midland Wealth Advisors first reported a position in DTD in Q4 2023 and held it in 7 quarters. The position peaked at $258K in Q4 2023. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

Midland Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2025 after selling out during the quarter.
Midland Wealth Advisors sold 2,935 WisdomTree US Total Dividend Fund shares in Q3 2025, an estimated $233K.
Midland Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and held it in 7 quarters.
Midland Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $258K in Q4 2023.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Midland Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.