Bridgewealth Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bridgewealth Advisory 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
2024 Q2	–	Sell	-3,512	Closed	-$248K	–	74
2024 Q1	$248K	Sell	3,512 -2,631	-43%	-$177K	0.12%	62
2023 Q4	$402K	Sell	6,143 -3,454	-36%	-$213K	0.31%	47
2023 Q3	$577K	Sell	9,597 -731	-7%	-$45.7K	0.71%	31
2023 Q2	$641K	Buy	10,328 +4,623	+81%	+$280K	1.04%	21
2023 Q1	$346K	Buy	5,705 +1,202	+27%	+$73.4K	0.64%	35
2022 Q4	$273K	Buy	+4,503	New	+$270K	0.54%	36

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 $257M AUM 22.23% 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

Bridgewealth Advisory Group's DTD Position: Q2 2024 in Review

Bridgewealth Advisory Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2024, closing a stake of 3,512 shares — an estimated $248K sold.

Bridgewealth Advisory Group first reported a position in DTD in Q4 2022 and held it in 6 quarters. The position peaked at $641K in Q2 2023. 177 funds tracked by Wall St. Rank hold DTD as of Q2 2024.

Bridgewealth Advisory Group reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2024 after selling out during the quarter.
Bridgewealth Advisory Group sold 3,512 WisdomTree US Total Dividend Fund shares in Q2 2024, an estimated $248K.
Bridgewealth Advisory Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 6 quarters.
Bridgewealth Advisory Group's WisdomTree US Total Dividend Fund position peaked at $641K in Q2 2023.
177 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.