RWM
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Raffa Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Raffa Wealth Management’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 		$70.4K Hold
755
– – 0.01% 152
2026
Q1 		$65.2K Hold
755
– – 0.01% 143
2025
Q4 		$64.1K Buy
+755
New +$63.6K 0.01% 144

Other funds holding DTD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raffa Wealth Management's DTD Position: Q2 2026 in Review

Raffa Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 755 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #152.

Raffa Wealth Management first reported a position in DTD in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Raffa Wealth Management held 755 shares of WisdomTree US Total Dividend Fund worth $70.4K as of Q2 2026.
  • Raffa Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Raffa Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.