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Cetera Advisor Networks’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cetera Advisor Networks’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
Q1 		$19.8M Buy
279,348
+74,369
+36% +$5M 0.1% 232
2023
Q4 		$13.4M Sell
204,979
-6,035
-3% -$371K 0.07% 277
2023
Q3 		$12.7M Buy
211,014
+171,458
+433% +$10.7M 0.08% 260
2023
Q2 		$2.46M Buy
39,556
+352
+0.9% +$21.3K 0.02% 774
2023
Q1 		$2.38M Buy
39,204
+2,277
+6% +$139K 0.02% 773
2022
Q4 		$2.24M Buy
36,927
+4,281
+13% +$257K 0.02% 758
2022
Q3 		$1.77M Sell
32,646
-147,310
-82% -$8.77M 0.02% 641
2022
Q2 		$10.4M Buy
179,956
+3,473
+2% +$214K 0.13% 175
2022
Q1 		$11.4M Buy
176,483
+60,969
+53% +$3.88M 0.14% 159
2021
Q4 		$7.48M Buy
115,514
+10,618
+10% +$661K 0.09% 240
2021
Q3 		$6.16M Buy
104,896
+2,750
+3% +$166K 0.08% 252
2021
Q2 		$6.05M Buy
102,146
+87,412
+593% +$5.14M 0.09% 243
2021
Q1 		$833K Buy
14,734
+666
+5% +$36K 0.02% 652
2020
Q4 		$738K Sell
14,068
-1,288
-8% -$64.2K 0.02% 644
2020
Q3 		$721K Sell
15,356
-28
-0.2% -$1.32K 0.02% 584
2020
Q2 		$693K Buy
15,384
+4,406
+40% +$192K 0.02% 573
2020
Q1 		$430K Sell
10,978
-4,972
-31% -$241K 0.01% 660
2019
Q4 		$842K Sell
15,950
-7,264
-31% -$370K 0.02% 548
2019
Q3 		$1.15M Buy
23,214
+314
+1% +$15.3K 0.03% 428
2019
Q2 		$1.11M Buy
22,900
+2,484
+12% +$119K 0.03% 419
2019
Q1 		$965K Buy
20,416
+332
+2% +$15.2K 0.03% 431
2018
Q4 		$848K Buy
20,084
+9,760
+95% +$443K 0.03% 419
2018
Q3 		$495K Buy
+10,324
New +$489K 0.02% 640
2018
Q2 		– Sell
-5,832
Closed -$259K – 866
2018
Q1 		$259K Buy
5,832
+780
+15% +$36.1K 0.01% 722
2017
Q4 		$236K Hold
5,052
– – 0.01% 842
2017
Q3 		$222K Hold
5,052
– – 0.01% 802
2017
Q2 		$217K Hold
5,052
– – 0.01% 816
2017
Q1 		$211K Sell
5,052
-24
-0.5% -$998 0.01% 820
2016
Q4 		$206K Sell
5,076
-2,278
-31% -$89.6K 0.01% 781
2016
Q3 		$287K Buy
+7,354
New +$288K 0.01% 788
2016
Q1 		– Sell
-8,838
Closed -$317K – 830
2015
Q4 		$317K Sell
8,838
-728
-8% -$26.3K 0.02% 585
2015
Q3 		$326K Sell
9,566
-1,096
-10% -$39.1K 0.02% 551
2015
Q2 		$394K Hold
10,662
– – 0.03% 531
2015
Q1 		$394K Buy
10,662
+1,660
+18% +$61.9K 0.03% 535
2014
Q4 		$333K Buy
9,002
+1,670
+23% +$61K 0.02% 567
2014
Q3 		$262K Buy
+7,332
New +$263K 0.02% 655

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Cetera Advisor Networks's DTD Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US Total Dividend Fund (DTD) stake by 36% in Q1 2024, buying an estimated $5M and bringing the position to 279,348 shares worth $19.8M. The position accounts for 0.1% of the portfolio, ranked #232.

Cetera Advisor Networks first reported a position in DTD in Q3 2014 and has held it in 36 quarters since. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

  • Cetera Advisor Networks held 279,348 shares of WisdomTree US Total Dividend Fund worth $19.8M as of Q1 2024.
  • Cetera Advisor Networks bought 74,369 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $5M.
  • WisdomTree US Total Dividend Fund made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #232 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree US Total Dividend Fund in Q3 2014 and has held it in 36 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.