Retirement Planning Group (Kansas)’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Retirement Planning Group (Kansas)’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	$18.8M	Sell	201,901 -33,714	-14%	-$3.08M	0.48%	29
2026 Q1	$20.3M	Sell	235,615 -11,373	-5%	-$999K	0.63%	24
2025 Q4	$21M	Buy	246,988 +14,962	+6%	+$1.26M	0.69%	26
2025 Q3	$19.5M	Buy	232,026 +229,447	+8,897%	+$18.8M	0.68%	25
2025 Q2	$205K	Buy	+2,579	New	+$195K	0.01%	299
2024 Q4	–	Sell	-2,897	Closed	-$222K	–	281
2024 Q3	$222K	Buy	+2,897	New	+$213K	0.01%	254

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Retirement Planning Group (Kansas)'s DTD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its WisdomTree US Total Dividend Fund (DTD) stake by 14% in Q2 2026, selling an estimated $3.08M and leaving 201,901 shares worth $18.8M. The position accounts for 0.48% of the portfolio, ranked #29.

Retirement Planning Group (Kansas) first reported a position in DTD in Q3 2024 and has held it in 6 quarters since. The position peaked at $21M in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Retirement Planning Group (Kansas) held 201,901 shares of WisdomTree US Total Dividend Fund worth $18.8M as of Q2 2026.
Retirement Planning Group (Kansas) sold 33,714 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $3.08M.
WisdomTree US Total Dividend Fund made up 0.48% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #29 holding.
Retirement Planning Group (Kansas) first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s WisdomTree US Total Dividend Fund position peaked at $21M in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.