RFP
DTD icon

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

Root Financial 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
Q1 		$276K Sell
3,198
-216
-6% -$19K 0.01% 263
2025
Q4 		$290K Sell
3,414
-12
-0.4% -$1.01K 0.01% 232
2025
Q3 		$288K Buy
+3,426
New +$281K 0.02% 217

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Root Financial Partners's DTD Position: Q1 2026 in Review

Root Financial Partners reduced its WisdomTree US Total Dividend Fund (DTD) stake by 6.3% in Q1 2026, selling an estimated $19K and leaving 3,198 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #263.

Root Financial Partners first reported a position in DTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Root Financial Partners held 3,198 shares of WisdomTree US Total Dividend Fund worth $276K as of Q1 2026.
  • Root Financial Partners sold 216 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $19K.
  • WisdomTree US Total Dividend Fund made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #263 holding.
  • Root Financial Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's WisdomTree US Total Dividend Fund position peaked at $290K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.