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

Accel 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
2023 Q2	–	Sell	-130	Closed	-$7.88K	–	352
2023 Q1	$7.88K	Hold	130	–	–	﹤0.01%	947
2022 Q4	$7.88K	Hold	130	–	–	﹤0.01%	757
2022 Q3	$7K	Hold	130	–	–	﹤0.01%	795
2022 Q2	$8K	Hold	130	–	–	﹤0.01%	739
2022 Q1	$8K	Hold	130	–	–	﹤0.01%	736
2021 Q4	$8K	Hold	130	–	–	﹤0.01%	740
2021 Q3	$8K	Buy	+130	New	+$7.86K	0.01%	674

Other funds holding DTD

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

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

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

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's DTD Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2023, closing a stake of 130 shares — an estimated $7.88K sold.

Accel Wealth Management first reported a position in DTD in Q3 2021 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 130 WisdomTree US Total Dividend Fund shares in Q2 2023, an estimated $7.88K.
Accel Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 7 quarters.
Accel Wealth Management's WisdomTree US Total Dividend Fund position peaked at $8K in Q2 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.