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

Vantage Point 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	$287K	Sell	3,083 -1,317	-30%	-$120K	0.09%	148
2026 Q1	$380K	Buy	4,400 +1	+0%	+$88	0.13%	107
2025 Q4	$373K	Buy	4,399 +89	+2%	+$7.5K	0.13%	107
2025 Q3	$362K	Sell	4,310 -57	-1%	-$4.67K	0.14%	104
2025 Q2	$347K	Sell	4,367 -445	-9%	-$33.7K	0.15%	100
2025 Q1	$370K	Sell	4,812 -2	-0%	-$155	0.19%	83
2024 Q4	$365K	Buy	+4,814	New	+$375K	0.2%	76

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Vantage Point Financial's DTD Position: Q2 2026 in Review

Vantage Point Financial reduced its WisdomTree US Total Dividend Fund (DTD) stake by 30% in Q2 2026, selling an estimated $120K and leaving 3,083 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #148.

Vantage Point Financial first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Vantage Point Financial held 3,083 shares of WisdomTree US Total Dividend Fund worth $287K as of Q2 2026.
Vantage Point Financial sold 1,317 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $120K.
WisdomTree US Total Dividend Fund made up 0.09% of Vantage Point Financial's portfolio in Q2 2026, its #148 holding.
Vantage Point Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's WisdomTree US Total Dividend Fund position peaked at $380K in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.