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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree US Total Dividend Fund DTD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$70.4K Hold
755
– – 0.01% 152
2026
Q1 		$65.2K Hold
755
– – 0.01% 143
2025
Q4 		$64.1K Buy
+755
New +$63.6K 0.01% 144

Other funds holding DTD

6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
EF
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
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DTD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 755 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #152.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DTD in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 755 shares of WisdomTree US Total Dividend Fund worth $70.4K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US Total Dividend Fund made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #152 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree US Total Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.