Ausdal Financial Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ausdal Financial Partners’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	-7,494	Closed	-$338K	–	355
2020 Q2	$338K	Buy	+7,494	New	+$326K	0.11%	185
2020 Q1	–	Sell	-9,366	Closed	-$491K	–	304
2019 Q4	$491K	Buy	9,366 +2,278	+32%	+$116K	0.15%	178
2019 Q3	$351K	Buy	+7,088	New	+$346K	0.12%	204

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

Ausdal Financial Partners's DTD Position: Q3 2020 in Review

Ausdal Financial Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 7,494 shares — an estimated $338K sold.

Ausdal Financial Partners first reported a position in DTD in Q3 2019 and held it in 3 quarters. The position peaked at $491K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

Ausdal Financial Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
Ausdal Financial Partners sold 7,494 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $338K.
Ausdal Financial Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2019 and held it in 3 quarters.
Ausdal Financial Partners's WisdomTree US Total Dividend Fund position peaked at $491K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on Ausdal Financial Partners's 13F filing for Q3 2020, filed 4 Nov 2020.