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

SHP 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
Q1 		$2.94K Hold
34
– – ﹤0.01% 1196
2025
Q4 		$2.89K Buy
+34
New +$2.86K ﹤0.01% 1076

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SHP Wealth Management's DTD Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 34 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

SHP Wealth Management first reported a position in DTD in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • SHP Wealth Management held 34 shares of WisdomTree US Total Dividend Fund worth $2.94K as of Q1 2026.
  • SHP Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1196 holding.
  • SHP Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.