180 Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

180 Wealth Advisors’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
2020 Q3	–	Sell	-101,210	Closed	-$1.08M	–	274
2020 Q2	$1.08M	Buy	+101,210	New	+$4.41M	0.43%	60

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

180 Wealth Advisors's DTD Position: Q3 2020 in Review

180 Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 101,210 shares — an estimated $1.08M sold.

180 Wealth Advisors first reported a position in DTD in Q2 2020 and held it in 1 quarter. The position peaked at $1.08M in Q2 2020. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

180 Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
180 Wealth Advisors sold 101,210 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $1.08M.
180 Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and held it in 1 quarter.
180 Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $1.08M in Q2 2020.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on 180 Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.