AlphaStar Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

AlphaStar Capital 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
2020 Q3	–	Sell	-4,516	Closed	-$209K	–	186
2020 Q2	$209K	Buy	+4,516	New	+$197K	0.04%	181
2020 Q1	–	Sell	-5,198	Closed	-$274K	–	196
2019 Q4	$274K	Sell	5,198 -278	-5%	-$14.1K	0.06%	187
2019 Q3	$271K	Buy	+5,476	New	+$267K	0.06%	175

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AlphaStar Capital Management's DTD Position: Q3 2020 in Review

AlphaStar Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 4,516 shares — an estimated $209K sold.

AlphaStar Capital Management first reported a position in DTD in Q3 2019 and held it in 3 quarters. The position peaked at $274K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

AlphaStar Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
AlphaStar Capital Management sold 4,516 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $209K.
AlphaStar Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2019 and held it in 3 quarters.
AlphaStar Capital Management's WisdomTree US Total Dividend Fund position peaked at $274K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on AlphaStar Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.