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

Summit Financial’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 		$303K Sell
3,245
-163
-5% -$14.9K ﹤0.01% 1326
2026
Q1 		$294K Buy
3,408
+2
+0.1% +$176 ﹤0.01% 1200
2025
Q4 		$289K Buy
+3,406
New +$287K ﹤0.01% 1097

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

Summit Financial's DTD Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree US Total Dividend Fund (DTD) stake by 4.8% in Q2 2026, selling an estimated $14.9K and leaving 3,245 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Summit Financial first reported a position in DTD in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Summit Financial held 3,245 shares of WisdomTree US Total Dividend Fund worth $303K as of Q2 2026.
  • Summit Financial sold 163 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $14.9K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1326 holding.
  • Summit Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.