Benjamin F. Edwards & Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Benjamin F. Edwards & Company’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	-800	Closed	-$46K	–	1832
2022 Q2	$46K	Buy	+800	New	+$49.3K	﹤0.01%	1055
2019 Q1	–	Sell	-400	Closed	-$17K	–	1714
2018 Q4	$17K	Hold	400	–	–	﹤0.01%	1132
2018 Q3	$19K	Hold	400	–	–	﹤0.01%	1119
2018 Q2	$18K	Hold	400	–	–	﹤0.01%	1122
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	1096
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	1048
2017 Q3	$18K	Hold	400	–	–	﹤0.01%	1010
2017 Q2	$17K	Hold	400	–	–	﹤0.01%	939
2017 Q1	$17K	Sell	400 -50	-11%	-$2.08K	﹤0.01%	885
2016 Q4	$18K	Buy	450 +150	+50%	+$5.9K	﹤0.01%	820
2016 Q3	$12K	Hold	300	–	–	﹤0.01%	798
2016 Q2	$12K	Hold	300	–	–	﹤0.01%	756
2016 Q1	$11K	Buy	+300	New	+$10.5K	﹤0.01%	787

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

Benjamin F. Edwards & Company's DTD Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 800 shares — an estimated $46K sold.

Benjamin F. Edwards & Company first reported a position in DTD in Q1 2016 and held it in 13 quarters. The position peaked at $46K in Q2 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Benjamin F. Edwards & Company reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 800 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $46K.
Benjamin F. Edwards & Company first reported a position in WisdomTree US Total Dividend Fund in Q1 2016 and held it in 13 quarters.
Benjamin F. Edwards & Company's WisdomTree US Total Dividend Fund position peaked at $46K in Q2 2022.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.