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Ahrens Investment Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ahrens Investment Partners’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 		$30.3K Buy
+500
New +$30.5K 0.02% 399
2022
Q3 		– Sell
-400
Closed -$23K – 360
2022
Q2 		$23K Hold
400
– – 0.01% 470
2022
Q1 		$26K Hold
400
– – 0.01% 537
2021
Q4 		$26K Buy
+400
New +$24.9K 0.01% 523

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 $224M AUM 17.89% 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

Ahrens Investment Partners's DTD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2023: 500 shares worth $30.3K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DTD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DTD in Q4 2021 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

  • Ahrens Investment Partners held 500 shares of WisdomTree US Total Dividend Fund worth $30.3K as of Q1 2023.
  • WisdomTree US Total Dividend Fund was a new Ahrens Investment Partners position in Q1 2023.
  • WisdomTree US Total Dividend Fund made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #399 holding.
  • Ahrens Investment Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.