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 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

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

Midwest Trust's DTD Position: Q2 2026 in Review

Midwest Trust reduced its WisdomTree US Total Dividend Fund (DTD) stake by 2.1% in Q2 2026, selling an estimated $7.76K and leaving 4,003 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Midwest Trust first reported a position in DTD in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Midwest Trust held 4,003 shares of WisdomTree US Total Dividend Fund worth $373K as of Q2 2026.
Midwest Trust sold 85 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $7.76K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #494 holding.
Midwest Trust first reported a position in WisdomTree US Total Dividend Fund in Q2 2025 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.