Wilkins Miller Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wilkins Miller Wealth Management’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	$280K	Hold	2,999	–	–	0.16%	76
2026 Q2	$280K	Hold	2,999	–	–	0.15%	77
2026 Q1	$259K	Hold	2,999	–	–	0.16%	78
2025 Q4	$255K	Hold	2,999	–	–	0.15%	78
2025 Q3	$252K	Sell	2,999 -125	-4%	-$10.2K	0.16%	80
2025 Q2	$248K	Hold	3,124	–	–	0.17%	80
2025 Q1	$240K	Hold	3,124	–	–	0.18%	75
2024 Q4	$237K	Buy	+3,124	New	+$243K	0.25%	65

Other funds holding DTD

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Wilkins Miller Wealth Management's DTD Position: Q3 2026 in Review

Wilkins Miller Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 2,999 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #76.

Wilkins Miller Wealth Management first reported a position in DTD in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Wilkins Miller Wealth Management held 2,999 shares of WisdomTree US Total Dividend Fund worth $280K as of Q3 2026.
Wilkins Miller Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.16% of Wilkins Miller Wealth Management's portfolio in Q3 2026, its #76 holding.
Wilkins Miller Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.