Midwest Trust’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Midwest Trust’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	$557K	Buy	5,958 +1,955	+49%	+$187K	0.01%	447
2026 Q2	$373K	Sell	4,003 -85	-2%	-$7.76K	﹤0.01%	494
2026 Q1	$353K	Sell	4,088 -32	-0.8%	-$2.81K	﹤0.01%	488
2025 Q4	$350K	Sell	4,120 -16	-0.4%	-$1.35K	﹤0.01%	482
2025 Q3	$347K	Hold	4,136	–	–	﹤0.01%	482
2025 Q2	$329K	Buy	+4,136	New	+$313K	﹤0.01%	502

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

Midwest Trust's DTD Position: Q3 2026 in Review

Midwest Trust increased its WisdomTree US Total Dividend Fund (DTD) stake by 49% in Q3 2026, buying an estimated $187K and bringing the position to 5,958 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #447.

Midwest Trust first reported a position in DTD in Q2 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Midwest Trust held 5,958 shares of WisdomTree US Total Dividend Fund worth $557K as of Q3 2026.
Midwest Trust bought 1,955 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $187K.
WisdomTree US Total Dividend Fund made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #447 holding.
Midwest Trust first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.