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Rooted Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Rooted Wealth Advisors’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 		$312K Sell
3,346
-20
-0.6% -$1.83K 0.08% 117
2026
Q1 		$305K Sell
3,366
-103
-3% -$9.05K 0.08% 115
2025
Q4 		$309K Sell
3,469
-116
-3% -$9.77K 0.09% 113
2025
Q3 		$302K Sell
3,585
-38
-1% -$3.11K 0.09% 97
2025
Q2 		$292K Sell
3,623
-3,962
-52% -$300K 0.1% 88
2025
Q1 		$256K Buy
7,585
+3,639
+92% +$283K 0.11% 78
2024
Q4 		$300K Buy
3,946
+261
+7% +$20.3K 0.12% 77
2024
Q3 		$281K Sell
3,685
-342
-8% -$25.2K 0.13% 77
2024
Q2 		$295K Sell
4,027
-724
-15% -$50.4K 0.13% 71
2024
Q1 		$332K Sell
4,751
-8,468
-64% -$569K 0.16% 61
2023
Q4 		$839K Buy
13,219
+5,058
+62% +$311K 0.44% 40
2023
Q3 		$504K Sell
8,161
-50,210
-86% -$3.14M 0.31% 48
2023
Q2 		$3.62M Sell
58,371
-17,742
-23% -$1.07M 2.44% 12
2023
Q1 		$4.67M Sell
76,113
-1,450
-2% -$88.6K 3.46% 6
2022
Q4 		$4.7M Buy
+77,563
New +$4.65M 3.95% 5

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

Rooted Wealth Advisors's DTD Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.59% in Q2 2026, selling an estimated $1.83K and leaving 3,346 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #117.

Rooted Wealth Advisors first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.7M in Q4 2022. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Rooted Wealth Advisors held 3,346 shares of WisdomTree US Total Dividend Fund worth $312K as of Q2 2026.
  • Rooted Wealth Advisors sold 20 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.83K.
  • WisdomTree US Total Dividend Fund made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Rooted Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Rooted Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $4.7M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.