Altium Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Altium Wealth 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
2022 Q2	$223K	Buy	+3,856	New	+$238K	0.02%	339

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 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

CAN

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

Altium Wealth Management's DTD Position: Q2 2022 in Review

Altium Wealth Management opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q2 2022: 3,856 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #339 among its holdings.

165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

Altium Wealth Management held 3,856 shares of WisdomTree US Total Dividend Fund worth $223K as of Q2 2022.
WisdomTree US Total Dividend Fund was a new Altium Wealth Management position in Q2 2022.
WisdomTree US Total Dividend Fund made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #339 holding.
165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.