Wealth Enhancement Advisory Services
DTD icon

Wealth Enhancement Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.5M Buy
15,834
+2
+0% +$183 ﹤0.01% 1780
2026
Q1 		$1.37M Sell
15,832
-2,311
-13% -$203K ﹤0.01% 1603
2025
Q4 		$1.57M Buy
18,143
+1,408
+8% +$119K ﹤0.01% 1671
2025
Q3 		$1.4M Sell
16,735
-5,680
-25% -$465K ﹤0.01% 1652
2025
Q2 		$1.81M Buy
22,415
+5,277
+31% +$399K ﹤0.01% 1405
2025
Q1 		$1.32M Buy
17,138
+299
+2% +$23.2K ﹤0.01% 1461
2024
Q4 		$1.28M Buy
16,839
+222
+1% +$17.3K ﹤0.01% 1416
2024
Q3 		$1.27M Buy
16,617
+701
+4% +$51.6K ﹤0.01% 1273
2024
Q2 		$1.13M Buy
15,916
+266
+2% +$18.5K ﹤0.01% 1221
2024
Q1 		$1.11M Buy
15,650
+53
+0.3% +$3.56K ﹤0.01% 1193
2023
Q4 		$1.02M Buy
15,597
+83
+0.5% +$5.11K ﹤0.01% 1169
2023
Q3 		$933K Buy
+15,514
New +$969K ﹤0.01% 1133

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FRA
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EF
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CAC
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CWM
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SG
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SWM
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OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return