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 Q3	$299K	Hold	3,198	–	–	0.01%	320
2026 Q2	$298K	Hold	3,198	–	–	0.01%	287
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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 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

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

Root Financial Partners's DTD Position: Q3 2026 in Review

Root Financial Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 3,198 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #320.

Root Financial Partners first reported a position in DTD in Q3 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Root Financial Partners held 3,198 shares of WisdomTree US Total Dividend Fund worth $299K as of Q3 2026.
Root Financial Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #320 holding.
Root Financial Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.