Obsidian Personal Planning Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Obsidian Personal Planning Solutions’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	$332K	Hold	3,978	–	–	0.12%	74
2025 Q2	$316K	Sell	3,978 -212	-5%	-$16K	0.13%	72
2025 Q1	$312K	Buy	4,190 +973	+30%	+$75.6K	0.14%	65
2024 Q4	$252K	Hold	3,217	–	–	0.12%	80
2024 Q3	$246K	Sell	3,217 -232	-7%	-$17.1K	0.13%	77
2024 Q2	$244K	Hold	3,449	–	–	0.15%	77
2024 Q1	$234K	Sell	3,449 -1,260	-27%	-$84.7K	0.15%	80
2023 Q4	$308K	Sell	4,709 -301	-6%	-$18.5K	0.23%	55
2023 Q3	$301K	Hold	5,010	–	–	0.26%	50
2023 Q2	$311K	Hold	5,010	–	–	0.38%	45
2023 Q1	$304K	Sell	5,010 -1,548	-24%	-$94.6K	0.44%	36
2022 Q4	$398K	Sell	6,558 -675	-9%	-$40.5K	0.64%	29
2022 Q3	$392K	Sell	7,233 -159	-2%	-$9.47K	0.72%	24
2022 Q2	$428K	Buy	+7,392	New	+$456K	0.73%	23

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 $257M AUM 22.23% 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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Obsidian Personal Planning Solutions's DTD Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2025 at 3,978 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #74.

Obsidian Personal Planning Solutions first reported a position in DTD in Q2 2022 and has held it in 14 quarters since. The position peaked at $428K in Q2 2022. 195 funds tracked by Wall St. Rank hold DTD as of Q3 2025.

Obsidian Personal Planning Solutions held 3,978 shares of WisdomTree US Total Dividend Fund worth $332K as of Q3 2025.
Obsidian Personal Planning Solutions left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2025.
WisdomTree US Total Dividend Fund made up 0.12% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #74 holding.
Obsidian Personal Planning Solutions first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and has held it in 14 quarters since.
Obsidian Personal Planning Solutions's WisdomTree US Total Dividend Fund position peaked at $428K in Q2 2022.
195 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.