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

American Trust’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
2023
Q3 		– Sell
-8,902
Closed -$553K – 313
2023
Q2 		$553K Buy
+8,902
New +$539K 0.04% 208
2022
Q2 		– Sell
-8,394
Closed -$542K – 465
2022
Q1 		$542K Buy
+8,394
New +$534K 0.04% 225

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vertex Planning Partners
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
626 Financial
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

American Trust's DTD Position: Q3 2023 in Review

American Trust sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 8,902 shares — an estimated $553K sold.

American Trust first reported a position in DTD in Q1 2022 and held it in 2 quarters. The position peaked at $553K in Q2 2023. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

  • American Trust reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • American Trust sold 8,902 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $553K.
  • American Trust first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and held it in 2 quarters.
  • American Trust's WisdomTree US Total Dividend Fund position peaked at $553K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.