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

Tompkins 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
Q3 		$42.3K Hold
453
– – ﹤0.01% 355
2026
Q2 		$42.2K Hold
453
– – ﹤0.01% 347
2026
Q1 		$39.1K Hold
453
– – ﹤0.01% 343
2025
Q4 		$38.5K Hold
453
– – ﹤0.01% 330
2025
Q3 		$38.1K Sell
453
-252
-36% -$20.6K ﹤0.01% 344
2025
Q2 		$56.1K Sell
705
-259
-27% -$19.6K 0.01% 309
2025
Q1 		$74.2K Sell
964
-46
-5% -$3.57K 0.01% 289
2024
Q4 		$76.6K Sell
1,010
-196
-16% -$15.3K 0.01% 282
2024
Q3 		$92.5K Hold
1,206
– – 0.01% 277
2024
Q2 		$85.4K Hold
1,206
– – 0.01% 292
2024
Q1 		$85.3K Hold
1,206
– – 0.01% 300
2023
Q4 		$78.8K Hold
1,206
– – 0.01% 296
2023
Q3 		$72.6K Sell
1,206
-88
-7% -$5.5K 0.01% 291
2023
Q2 		$80.3K Hold
1,294
– – 0.01% 289
2023
Q1 		$78.4K Hold
1,294
– – 0.01% 293
2022
Q4 		$78K Hold
1,294
– – 0.01% 288
2022
Q3 		$70K Hold
1,294
– – 0.01% 297
2022
Q2 		$75K Hold
1,294
– – 0.01% 296
2022
Q1 		$84K Hold
1,294
– – 0.01% 304
2021
Q4 		$84K Hold
1,294
– – 0.01% 192
2021
Q3 		$76K Buy
+1,294
New +$78.3K 0.01% 197
2021
Q1 		$73K Hold
1,294
– – 0.01% 213
2020
Q4 		$68K Hold
1,294
– – 0.01% 209
2020
Q3 		$61K Sell
1,294
-180
-12% -$8.47K 0.01% 220
2020
Q2 		$66K Hold
1,474
– – 0.01% 212
2020
Q1 		$58K Hold
1,474
– – 0.01% 217
2019
Q4 		$78K Hold
1,474
– – 0.01% 226
2019
Q3 		$73K Sell
1,474
-130
-8% -$6.34K 0.01% 204
2019
Q2 		$78K Hold
1,604
– – 0.02% 203
2019
Q1 		$76K Hold
1,604
– – 0.01% 203
2018
Q4 		$68K Hold
1,604
– – 0.02% 208
2018
Q3 		$77K Sell
1,604
-100
-6% -$4.74K 0.02% 221
2018
Q2 		$78K Hold
1,704
– – 0.02% 222
2018
Q1 		$76K Hold
1,704
– – 0.02% 216
2017
Q4 		$79K Hold
1,704
– – 0.02% 195
2017
Q3 		$75K Buy
+1,704
New +$73.3K 0.02% 197

Other funds holding DTD

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tompkins Financial's DTD Position: Q3 2026 in Review

Tompkins Financial held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 453 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Tompkins Financial first reported a position in DTD in Q3 2017 and has held it in 36 quarters since. The position peaked at $92.5K in Q3 2024. 15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • Tompkins Financial held 453 shares of WisdomTree US Total Dividend Fund worth $42.3K as of Q3 2026.
  • Tompkins Financial left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #355 holding.
  • Tompkins Financial first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and has held it in 36 quarters since.
  • Tompkins Financial's WisdomTree US Total Dividend Fund position peaked at $92.5K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.