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REAP Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

REAP Financial Group’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 		$13.7K Hold
147
– – ﹤0.01% 395
2026
Q1 		$12.7K Hold
147
– – ﹤0.01% 388
2025
Q4 		$12.5K Hold
147
– – ﹤0.01% 404
2025
Q3 		$12.3K Hold
147
– – ﹤0.01% 380
2025
Q2 		$11.7K Hold
147
– – ﹤0.01% 374
2025
Q1 		$11.3K Buy
147
+42
+40% +$3.26K ﹤0.01% 359
2024
Q4 		$7.97K Sell
105
-9
-8% -$701 ﹤0.01% 393
2024
Q3 		$8.74K Sell
114
-8
-7% -$589 ﹤0.01% 380
2024
Q2 		$8.64K Hold
122
– – ﹤0.01% 359
2024
Q1 		$8.63K Sell
122
-453
-79% -$30.5K ﹤0.01% 390
2023
Q4 		$37.6K Buy
+575
New +$35.4K 0.01% 288

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

REAP Financial Group's DTD Position: Q2 2026 in Review

REAP Financial Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 147 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

REAP Financial Group first reported a position in DTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.6K in Q4 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • REAP Financial Group held 147 shares of WisdomTree US Total Dividend Fund worth $13.7K as of Q2 2026.
  • REAP Financial Group left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #395 holding.
  • REAP Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's WisdomTree US Total Dividend Fund position peaked at $37.6K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.