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

Activest 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
Q3 		– Sell
-1,917
Closed -$135K – 353
2023
Q2 		$135K Buy
+1,917
New +$116K 0.09% 35

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Activest Wealth Management's DTD Position: Q3 2023 in Review

Activest Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 1,917 shares — an estimated $135K sold.

Activest Wealth Management first reported a position in DTD in Q2 2023 and held it in 1 quarter. The position peaked at $135K in Q2 2023. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

  • Activest Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,917 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $135K.
  • Activest Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's WisdomTree US Total Dividend Fund position peaked at $135K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.