Wood Tarver Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wood Tarver Financial Group’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	$418K	Hold	4,488	–	–	0.1%	109
2026 Q1	$387K	Sell	4,488 -2,022	-31%	-$178K	0.11%	106
2025 Q4	$552K	Hold	6,510	–	–	0.16%	89
2025 Q3	$546K	Sell	6,510 -36	-0.5%	-$2.95K	0.16%	83
2025 Q2	$520K	Sell	6,546 -625	-9%	-$47.3K	0.16%	81
2025 Q1	$552K	Sell	7,171 -76	-1%	-$5.9K	0.18%	72
2024 Q4	$549K	Buy	+7,247	New	+$565K	0.18%	73

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

Wood Tarver Financial Group's DTD Position: Q2 2026 in Review

Wood Tarver Financial Group held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 4,488 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #109.

Wood Tarver Financial Group first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Wood Tarver Financial Group held 4,488 shares of WisdomTree US Total Dividend Fund worth $418K as of Q2 2026.
Wood Tarver Financial Group left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.1% of Wood Tarver Financial Group's portfolio in Q2 2026, its #109 holding.
Wood Tarver Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's WisdomTree US Total Dividend Fund position peaked at $552K in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.