Baron Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-1,450	Closed	-$84K	–	91
2022 Q2	$84K	Hold	1,450	–	–	0.06%	66
2022 Q1	$93.6K	Hold	1,450	–	–	0.05%	67
2021 Q4	$93.9K	Hold	1,450	–	–	0.05%	68
2021 Q3	$85.1K	Sell	1,450 -950	-40%	-$57.5K	0.05%	71
2021 Q2	$142K	Hold	2,400	–	–	0.09%	57
2021 Q1	$136K	Sell	2,400 -400	-14%	-$21.6K	0.09%	57
2020 Q4	$147K	Hold	2,800	–	–	0.12%	52
2020 Q3	$132K	Buy	+2,800	New	+$132K	0.12%	52

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

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

CWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Baron Financial Group's DTD Position: Q3 2022 in Review

Baron Financial Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 1,450 shares — an estimated $84K sold.

Baron Financial Group first reported a position in DTD in Q3 2020 and held it in 8 quarters. The position peaked at $147K in Q4 2020. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Baron Financial Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 1,450 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $84K.
Baron Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and held it in 8 quarters.
Baron Financial Group's WisdomTree US Total Dividend Fund position peaked at $147K in Q4 2020.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.