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

American Portfolios 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
2022 Q3	$359K	Hold	6,613	–	–	0.02%	777
2022 Q2	$383K	Sell	6,613 -2,464	-27%	-$152K	0.02%	771
2022 Q1	$586K	Sell	9,077 -130	-1%	-$8.27K	0.02%	667
2021 Q4	$596K	Buy	9,207 +1,863	+25%	+$116K	0.02%	664
2021 Q3	$431K	Sell	7,344 -100	-1%	-$6.05K	0.02%	766
2021 Q2	$441K	Buy	7,444 +750	+11%	+$44.1K	0.02%	765
2021 Q1	$378K	Buy	6,694 +326	+5%	+$17.6K	0.02%	769
2020 Q4	$334K	Sell	6,368 -600	-9%	-$29.9K	0.02%	697
2020 Q3	$327K	Sell	6,968 -816	-10%	-$38.4K	0.02%	620
2020 Q2	$351K	Hold	7,784	–	–	0.02%	560
2020 Q1	$305K	Hold	7,784	–	–	0.03%	515
2019 Q4	$411K	Hold	7,784	–	–	0.03%	489
2019 Q3	$386K	Hold	7,784	–	–	0.03%	483
2019 Q2	$378K	Sell	7,784 -1,778	-19%	-$85.1K	0.03%	489
2019 Q1	$452K	Hold	9,562	–	–	0.04%	393
2018 Q4	$405K	Hold	9,562	–	–	0.05%	329
2018 Q3	$459K	Hold	9,562	–	–	0.05%	338
2018 Q2	$436K	Sell	9,562 -1,530	-14%	-$69.4K	0.06%	315
2018 Q1	$494K	Sell	11,092 -1,130	-9%	-$52.3K	0.07%	264
2017 Q4	$568K	Buy	+12,222	New	+$553K	0.09%	226

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

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

CWM

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

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

626 Financial Portage, Michigan $257M AUM 22.23% 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

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

American Portfolios Advisors's DTD Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2022 at 6,613 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #777.

American Portfolios Advisors first reported a position in DTD in Q4 2017 and has held it in 20 quarters since. The position peaked at $596K in Q4 2021. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

American Portfolios Advisors held 6,613 shares of WisdomTree US Total Dividend Fund worth $359K as of Q3 2022.
American Portfolios Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2022.
WisdomTree US Total Dividend Fund made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #777 holding.
American Portfolios Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree US Total Dividend Fund position peaked at $596K in Q4 2021.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.