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

Team Financial Group’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	$418K	Buy	4,488 +3	+0.1%	+$274	0.18%	33
2026 Q1	$387K	Sell	4,485 -54	-1%	-$4.74K	0.18%	31
2025 Q4	$385K	Buy	4,539 +24	+0.5%	+$2.02K	0.17%	30
2025 Q3	$379K	Sell	4,515 -266	-6%	-$21.8K	0.18%	30
2025 Q2	$380K	Sell	4,781 -566	-11%	-$42.8K	0.19%	30
2025 Q1	$411K	Sell	5,347 -1,724	-24%	-$134K	0.24%	29
2024 Q4	$536K	Sell	7,071 -40	-0.6%	-$3.12K	0.31%	24
2024 Q3	$545K	Sell	7,111 -278	-4%	-$20.5K	0.32%	23
2024 Q2	$523K	Buy	7,389 +32	+0.4%	+$2.23K	0.34%	21
2024 Q1	$520K	Sell	7,357 -419	-5%	-$28.2K	0.35%	21
2023 Q4	$508K	Sell	7,776 -265	-3%	-$16.3K	0.36%	19
2023 Q3	$484K	Buy	+8,041	New	+$502K	0.4%	18

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

Sharper & Granite El Segundo, California $323M AUM 18.94% 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

Team Financial Group's DTD Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.07% in Q2 2026, buying an estimated $274 and bringing the position to 4,488 shares worth $418K. The position accounts for 0.18% of the portfolio, ranked #33.

Team Financial Group first reported a position in DTD in Q3 2023 and has held it in 12 quarters since. The position peaked at $545K in Q3 2024. 29 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Team Financial Group held 4,488 shares of WisdomTree US Total Dividend Fund worth $418K as of Q2 2026.
Team Financial Group bought 3 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $274.
WisdomTree US Total Dividend Fund made up 0.18% of Team Financial Group's portfolio in Q2 2026, its #33 holding.
Team Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree US Total Dividend Fund position peaked at $545K in Q3 2024.
29 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.