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Baker Avenue Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Baker Avenue Asset 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
-103
Closed -$6.2K – 668
2023
Q3 		$6.2K Buy
+103
New +$6.43K ﹤0.01% 882

Other funds holding DTD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
6F
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
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

Baker Avenue Asset Management's DTD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2023, closing a stake of 103 shares — an estimated $6.2K sold.

Baker Avenue Asset Management first reported a position in DTD in Q3 2023 and held it in 1 quarter. The position peaked at $6.2K in Q3 2023. 175 funds tracked by Wall St. Rank hold DTD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 103 WisdomTree US Total Dividend Fund shares in Q4 2023, an estimated $6.2K.
  • Baker Avenue Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's WisdomTree US Total Dividend Fund position peaked at $6.2K in Q3 2023.
  • 175 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.