BWP
DTD icon

Baldwin Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Baldwin Wealth 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
2025
Q1 		– Sell
-3,300
Closed -$250K – 234
2024
Q4 		$250K Sell
3,300
-15,553
-82% -$1.21M 0.02% 206
2024
Q3 		$1.45M Buy
+18,853
New +$1.39M 0.1% 106

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Baldwin Wealth Partners's DTD Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 3,300 shares — an estimated $250K sold.

Baldwin Wealth Partners first reported a position in DTD in Q3 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

  • Baldwin Wealth Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,300 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $250K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's WisdomTree US Total Dividend Fund position peaked at $1.45M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.