Certuity’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Certuity’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 Q1	–	Sell	-7,638	Closed	-$494K	–	315
2021 Q4	$494K	Hold	7,638	–	–	0.11%	134
2021 Q3	$448K	Hold	7,638	–	–	0.09%	177
2021 Q2	$452K	Hold	7,638	–	–	0.1%	147
2021 Q1	$432K	Hold	7,638	–	–	0.12%	130
2020 Q4	$400K	Buy	+7,638	New	+$381K	0.13%	122

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certuity's DTD Position: Q1 2022 in Review

Certuity sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2022, closing a stake of 7,638 shares — an estimated $494K sold.

Certuity first reported a position in DTD in Q4 2020 and held it in 5 quarters. The position peaked at $494K in Q4 2021. 162 funds tracked by Wall St. Rank hold DTD as of Q1 2022.

Certuity reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2022 after selling out during the quarter.
Certuity sold 7,638 WisdomTree US Total Dividend Fund shares in Q1 2022, an estimated $494K.
Certuity first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 5 quarters.
Certuity's WisdomTree US Total Dividend Fund position peaked at $494K in Q4 2021.
162 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2022.

Based on Certuity's 13F filing for Q1 2022, filed 6 May 2022.