&Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

&Partners’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	$1.3M	Buy	13,920 +1,389	+11%	+$127K	0.01%	1264
2026 Q1	$1.08M	Buy	12,531 +3,530	+39%	+$310K	0.01%	1254
2025 Q4	$764K	Buy	9,001 +3,241	+56%	+$273K	﹤0.01%	1379
2025 Q3	$484K	Buy	5,760 +2,971	+107%	+$243K	﹤0.01%	1464
2025 Q2	$222K	Sell	2,789 -334	-11%	-$25.3K	﹤0.01%	1779
2025 Q1	$238K	Buy	+3,123	New	+$243K	﹤0.01%	1538

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

&Partners's DTD Position: Q2 2026 in Review

&Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 13,920 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1264.

&Partners first reported a position in DTD in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

&Partners held 13,920 shares of WisdomTree US Total Dividend Fund worth $1.3M as of Q2 2026.
&Partners bought 1,389 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $127K.
WisdomTree US Total Dividend Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1264 holding.
&Partners first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.