Blue Trust Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Blue Trust Inc’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
2024 Q3	–	Sell	-577	Closed	-$40.8K	–	2923
2024 Q2	$40.8K	Sell	577 -419	-42%	-$29.2K	﹤0.01%	1330
2024 Q1	$70.4K	Hold	996	–	–	﹤0.01%	807
2023 Q4	$60K	Hold	996	–	–	﹤0.01%	863
2023 Q3	$62K	Hold	996	–	–	﹤0.01%	777
2023 Q2	$60K	Hold	996	–	–	﹤0.01%	641
2023 Q1	$60K	Hold	996	–	–	﹤0.01%	957
2022 Q4	$54K	Buy	996 +577	+138%	+$34.6K	﹤0.01%	876
2022 Q3	$24K	Hold	419	–	–	﹤0.01%	1014
2022 Q2	$27K	Buy	+419	New	+$25.8K	﹤0.01%	864

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Blue Trust Inc's DTD Position: Q3 2024 in Review

Blue Trust Inc sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 577 shares — an estimated $40.8K sold.

Blue Trust Inc first reported a position in DTD in Q2 2022 and held it in 9 quarters. The position peaked at $70.4K in Q1 2024. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

Blue Trust Inc reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 577 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $40.8K.
Blue Trust Inc first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 9 quarters.
Blue Trust Inc's WisdomTree US Total Dividend Fund position peaked at $70.4K in Q1 2024.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.