Advisornet Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Advisornet Financial’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	-243	Closed	-$14.7K	–	2383
2023 Q1	$14.7K	Buy	+243	New	+$14.8K	﹤0.01%	1182
2020 Q1	–	Sell	-344	Closed	-$18K	–	1807
2019 Q4	$18K	Hold	344	–	–	﹤0.01%	1213
2019 Q3	$17K	Buy	+344	New	+$16.8K	﹤0.01%	1229
2018 Q3	–	Sell	-990	Closed	-$45K	–	1497
2018 Q2	$45K	Hold	990	–	–	0.01%	735
2018 Q1	$44K	Hold	990	–	–	0.01%	725
2017 Q4	$46K	Buy	+990	New	+$44.8K	0.01%	673

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

Advisornet Financial's DTD Position: Q2 2023 in Review

Advisornet Financial sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2023, closing a stake of 243 shares — an estimated $14.7K sold.

Advisornet Financial first reported a position in DTD in Q4 2017 and held it in 6 quarters. The position peaked at $46K in Q4 2017. 169 funds tracked by Wall St. Rank hold DTD as of Q2 2023.

Advisornet Financial reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 243 WisdomTree US Total Dividend Fund shares in Q2 2023, an estimated $14.7K.
Advisornet Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 6 quarters.
Advisornet Financial's WisdomTree US Total Dividend Fund position peaked at $46K in Q4 2017.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.