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

AlphaMark 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
2024 Q4	$28K	Hold	375	–	–	0.01%	312
2024 Q3	$29K	Hold	375	–	–	0.01%	385
2024 Q2	$27K	Hold	375	–	–	0.01%	410
2024 Q1	$27K	Hold	375	–	–	0.01%	412
2023 Q4	$25K	Sell	375 -25	-6%	-$1.54K	0.01%	422
2023 Q3	$24K	Hold	400	–	–	0.01%	408
2023 Q2	$25K	Hold	400	–	–	0.01%	292
2023 Q1	$24K	Hold	400	–	–	0.01%	294
2022 Q4	$24K	Hold	400	–	–	0.01%	266
2022 Q3	$22K	Hold	400	–	–	0.01%	305
2022 Q2	$23K	Sell	400 -945	-70%	-$58.3K	0.01%	293
2022 Q1	$87K	Sell	1,345 -1,627	-55%	-$104K	0.03%	186
2021 Q4	$192K	Sell	2,972 -198	-6%	-$12.3K	0.07%	133
2021 Q3	$186K	Sell	3,170 -698	-18%	-$42.2K	0.07%	131
2021 Q2	$229K	Sell	3,868 -198	-5%	-$11.6K	0.08%	114
2021 Q1	$230K	Buy	4,066 +552	+16%	+$29.9K	0.09%	112
2020 Q4	$184K	Buy	3,514 +104	+3%	+$5.18K	0.07%	115
2020 Q3	$160K	Buy	+3,410	New	+$160K	0.07%	117

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

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

AlphaMark Advisors's DTD Position: Q4 2024 in Review

AlphaMark Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q4 2024 at 375 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #312.

AlphaMark Advisors first reported a position in DTD in Q3 2020 and has held it in 18 quarters since. The position peaked at $230K in Q1 2021. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

AlphaMark Advisors held 375 shares of WisdomTree US Total Dividend Fund worth $28K as of Q4 2024.
AlphaMark Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q4 2024.
WisdomTree US Total Dividend Fund made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #312 holding.
AlphaMark Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and has held it in 18 quarters since.
AlphaMark Advisors's WisdomTree US Total Dividend Fund position peaked at $230K in Q1 2021.
197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.