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

Vertex Planning 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
Q2 		$10.9M Buy
117,050
+17,048
+17% +$1.56M 1.62% 14
2026
Q1 		$8.64M Buy
100,002
+2,732
+3% +$240K 1.68% 13
2025
Q4 		$8.26M Buy
97,270
+1,622
+2% +$137K 1.92% 14
2025
Q3 		$8.03M Buy
95,648
+2,145
+2% +$176K 1.54% 19
2025
Q2 		$7.44M Buy
93,503
+120
+0.1% +$9.08K 1.55% 18
2025
Q1 		$7.19M Buy
93,383
+2,300
+3% +$179K 1.57% 19
2024
Q4 		$6.91M Sell
91,083
-4,367
-5% -$340K 1.52% 17
2024
Q3 		$7.32M Buy
95,450
+411
+0.4% +$30.2K 1.75% 15
2024
Q2 		$6.73M Sell
95,039
-106,765
-53% -$7.43M 1.75% 16
2024
Q1 		$14.3M Buy
201,804
+3,136
+2% +$211K 3.95% 8
2023
Q4 		$13M Sell
198,668
-139,905
-41% -$8.61M 3.85% 9
2023
Q3 		$20.4M Buy
338,573
+759
+0.2% +$47.4K 7.01% 6
2023
Q2 		$21M Sell
337,814
-195,237
-37% -$11.8M 7.14% 5
2023
Q1 		$32.3M Buy
533,051
+22,980
+5% +$1.4M 12.16% 2
2022
Q4 		$30.9M Buy
+510,071
New +$30.6M 12.07% 2

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

Vertex Planning Partners's DTD Position: Q2 2026 in Review

Vertex Planning Partners increased its WisdomTree US Total Dividend Fund (DTD) stake by 17% in Q2 2026, buying an estimated $1.56M and bringing the position to 117,050 shares worth $10.9M. The position accounts for 1.62% of the portfolio, ranked #14.

Vertex Planning Partners first reported a position in DTD in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.3M in Q1 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Vertex Planning Partners held 117,050 shares of WisdomTree US Total Dividend Fund worth $10.9M as of Q2 2026.
  • Vertex Planning Partners bought 17,048 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.56M.
  • WisdomTree US Total Dividend Fund made up 1.62% of Vertex Planning Partners's portfolio in Q2 2026, its #14 holding.
  • Vertex Planning Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Vertex Planning Partners's WisdomTree US Total Dividend Fund position peaked at $32.3M in Q1 2023.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.