Anchor Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Anchor Investment 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
2024 Q3	–	Sell	-239	Closed	-$17K	–	1059
2024 Q2	$17K	Buy	239 +1	+0.4%	+$70	﹤0.01%	682
2024 Q1	$16.8K	Buy	238 +1	+0.4%	+$67	﹤0.01%	703
2023 Q4	$15.5K	Buy	237 +2	+0.9%	+$123	﹤0.01%	688
2023 Q3	$14.2K	Buy	235 +1	+0.4%	+$62	﹤0.01%	699
2023 Q2	$14.5K	Buy	234 +2	+0.9%	+$121	﹤0.01%	682
2023 Q1	$14.1K	Buy	232 +1	+0.4%	+$61	﹤0.01%	696
2022 Q4	$14K	Buy	231 +2	+0.9%	+$120	﹤0.01%	674
2022 Q3	$12.4K	Buy	229 +2	+0.9%	+$119	﹤0.01%	691
2022 Q2	$13.2K	Buy	227 +1	+0.4%	+$62	﹤0.01%	697
2022 Q1	$14.6K	Buy	226 +1	+0.4%	+$64	﹤0.01%	703
2021 Q4	$14.6K	Buy	225 +1	+0.4%	+$62	﹤0.01%	733
2021 Q3	$13.1K	Buy	224 +2	+0.9%	+$121	﹤0.01%	682
2021 Q2	$13.2K	Hold	222	–	–	﹤0.01%	697
2021 Q1	$12.5K	Buy	222 +2	+0.9%	+$108	﹤0.01%	678
2020 Q4	$11.5K	Buy	220 +2	+0.9%	+$100	﹤0.01%	660
2020 Q3	$10.3K	Buy	218 +2	+0.9%	+$94	﹤0.01%	651
2020 Q2	$9.77K	Hold	216	–	–	﹤0.01%	641
2020 Q1	$8.42K	Buy	216 +2	+0.9%	+$97	﹤0.01%	644
2019 Q4	$11.3K	Buy	214 +2	+0.9%	+$102	﹤0.01%	635
2019 Q3	$10.5K	Buy	212 +2	+1%	+$97	﹤0.01%	631
2019 Q2	$10.2K	Buy	210 +2	+1%	+$96	﹤0.01%	626
2019 Q1	$9.86K	Hold	208	–	–	﹤0.01%	626
2018 Q4	$8.79K	Buy	208 +2	+1%	+$91	﹤0.01%	636
2018 Q3	$9.87K	Buy	206 +2	+1%	+$95	﹤0.01%	651
2018 Q2	$9.32K	Hold	204	–	–	﹤0.01%	661
2018 Q1	$9.09K	Hold	204	–	–	﹤0.01%	648
2017 Q4	$9.48K	Buy	+204	New	+$9.22K	﹤0.01%	643

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

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

CWM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Anchor Investment Management's DTD Position: Q3 2024 in Review

Anchor Investment Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 239 shares — an estimated $17K sold.

Anchor Investment Management first reported a position in DTD in Q4 2017 and held it in 27 quarters. The position peaked at $17K in Q2 2024. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

Anchor Investment Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
Anchor Investment Management sold 239 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $17K.
Anchor Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 27 quarters.
Anchor Investment Management's WisdomTree US Total Dividend Fund position peaked at $17K in Q2 2024.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.