Tranquility Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Tranquility Partners’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	$224K	Hold	2,395	–	–	0.08%	207
2026 Q2	$223K	Hold	2,395	–	–	0.08%	217
2026 Q1	$207K	Sell	2,395 -40	-2%	-$3.51K	0.08%	221
2025 Q4	$207K	Hold	2,435	–	–	0.07%	224
2025 Q3	$205K	Buy	+2,435	New	+$200K	0.07%	232
2023 Q4	–	Sell	-3,648	Closed	-$220K	–	207
2023 Q3	$220K	Buy	+3,648	New	+$228K	0.09%	197

Other funds holding DTD

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tranquility Partners's DTD Position: Q3 2026 in Review

Tranquility Partners held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 2,395 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #207.

Tranquility Partners first reported a position in DTD in Q3 2023 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Tranquility Partners held 2,395 shares of WisdomTree US Total Dividend Fund worth $224K as of Q3 2026.
Tranquility Partners left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.08% of Tranquility Partners's portfolio in Q3 2026, its #207 holding.
Tranquility Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.