Sharper & Granite’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sharper & Granite’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	$1.25M	Hold	13,440	–	–	0.39%	59
2026 Q1	$1.16M	Buy	13,440 +150	+1%	+$13.2K	0.4%	61
2025 Q4	$1.13M	Hold	13,290	–	–	0.4%	62
2025 Q3	$1.12M	Sell	13,290 -400	-3%	-$32.8K	0.4%	62
2025 Q2	$1.1M	Sell	13,690 -115	-0.8%	-$8.71K	0.42%	63
2025 Q1	$1.06M	Sell	13,805 -155	-1%	-$12K	0.44%	60
2024 Q4	$1.06M	Sell	13,960 -25	-0.2%	-$1.95K	0.47%	62
2024 Q3	$1.07M	Sell	13,985 -6,620	-32%	-$487K	0.48%	60
2024 Q2	$1.46M	Buy	20,605 +400	+2%	+$27.8K	0.7%	42
2024 Q1	$1.41M	Sell	20,205 -930	-4%	-$62.5K	0.68%	45
2023 Q4	$1.38M	Buy	21,135 +370	+2%	+$22.8K	0.71%	42
2023 Q3	$1.25M	Sell	20,765 -25	-0.1%	-$1.56K	0.73%	42
2023 Q2	$1.29M	Sell	20,790 -2,620	-11%	-$159K	0.74%	41
2023 Q1	$1.42M	Hold	23,410	–	–	0.85%	35
2022 Q4	$1.42M	Buy	+23,410	New	+$1.4M	0.94%	36

Other funds holding DTD

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sharper & Granite's DTD Position: Q2 2026 in Review

Sharper & Granite held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 13,440 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #59.

Sharper & Granite first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2024. 29 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Sharper & Granite held 13,440 shares of WisdomTree US Total Dividend Fund worth $1.25M as of Q2 2026.
Sharper & Granite left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.39% of Sharper & Granite's portfolio in Q2 2026, its #59 holding.
Sharper & Granite first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Sharper & Granite's WisdomTree US Total Dividend Fund position peaked at $1.46M in Q2 2024.
29 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.