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

Revisor 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 Q3	$667K	Hold	6,963	–	–	0.17%	147
2026 Q2	$649K	Hold	6,963	–	–	0.16%	153
2026 Q1	$601K	Hold	6,963	–	–	0.17%	147
2025 Q4	$606K	Hold	6,963	–	–	0.16%	147
2025 Q3	$582K	Sell	6,963 -1,924	-22%	-$158K	0.2%	109
2025 Q2	$720K	Sell	8,887 -464	-5%	-$35.1K	0.26%	82
2025 Q1	$720K	Buy	9,351 +1,297	+16%	+$101K	0.32%	64
2024 Q4	$614K	Buy	8,054 +921	+13%	+$71.8K	0.57%	37
2024 Q3	$547K	Hold	7,133	–	–	0.34%	59
2024 Q2	$505K	Sell	7,133 -3,395	-32%	-$236K	0.35%	54
2024 Q1	$714K	Buy	+10,528	New	+$708K	0.32%	73
2023 Q4	–	Sell	-5,772	Closed	-$347K	–	143
2023 Q3	$347K	Buy	+5,772	New	+$361K	0.3%	86

Other funds holding DTD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Revisor Wealth Management's DTD Position: Q3 2026 in Review

Revisor Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 6,963 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #147.

Revisor Wealth Management first reported a position in DTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $720K in Q2 2025. 110 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Revisor Wealth Management held 6,963 shares of WisdomTree US Total Dividend Fund worth $667K as of Q3 2026.
Revisor Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.17% of Revisor Wealth Management's portfolio in Q3 2026, its #147 holding.
Revisor Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Revisor Wealth Management's WisdomTree US Total Dividend Fund position peaked at $720K in Q2 2025.
110 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.