Allegiant Private Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Allegiant Private Advisors’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
2021 Q2	$457K	Hold	7,708	–	–	0.07%	112
2021 Q1	$436K	Hold	7,708	–	–	0.08%	107
2020 Q4	$404K	Buy	+7,708	New	+$384K	0.08%	103

Other funds holding DTD

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Allegiant Private Advisors's DTD Position: Q2 2021 in Review

Allegiant Private Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2021 at 7,708 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #112.

Allegiant Private Advisors first reported a position in DTD in Q4 2020 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold DTD as of Q2 2021.

Allegiant Private Advisors held 7,708 shares of WisdomTree US Total Dividend Fund worth $457K as of Q2 2021.
Allegiant Private Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2021.
WisdomTree US Total Dividend Fund made up 0.07% of Allegiant Private Advisors's portfolio in Q2 2021, its #112 holding.
Allegiant Private Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.