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

Accurate 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
Q1 		– Sell
-639
Closed -$39.4K – 563
2022
Q4 		$39.4K Buy
+639
New +$38.3K 0.01% 513

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accurate Wealth Management's DTD Position: Q1 2023 in Review

Accurate Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 639 shares — an estimated $39.4K sold.

Accurate Wealth Management first reported a position in DTD in Q4 2022 and held it in 1 quarter. The position peaked at $39.4K in Q4 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

  • Accurate Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 639 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $39.4K.
  • Accurate Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's WisdomTree US Total Dividend Fund position peaked at $39.4K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.