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

Avior 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
2023 Q4	–	Sell	-13,399	Closed	-$806K	–	1562
2023 Q3	$806K	Buy	13,399 +687	+5%	+$42.9K	0.05%	228
2023 Q2	$789K	Buy	12,712 +1,324	+12%	+$80.2K	0.05%	233
2023 Q1	$690K	Buy	+11,388	New	+$696K	0.05%	261

Other funds holding DTD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 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

CAN

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Avior Wealth Management's DTD Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2023, closing a stake of 13,399 shares — an estimated $806K sold.

Avior Wealth Management first reported a position in DTD in Q1 2023 and held it in 3 quarters. The position peaked at $806K in Q3 2023. 175 funds tracked by Wall St. Rank hold DTD as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 13,399 WisdomTree US Total Dividend Fund shares in Q4 2023, an estimated $806K.
Avior Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's WisdomTree US Total Dividend Fund position peaked at $806K in Q3 2023.
175 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.