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

Cetera Advisors’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 		$1.66M Buy
23,501
+7,734
+49% +$520K 0.01% 901
2023
Q4 		$1.03M Buy
15,767
+4,316
+38% +$266K 0.01% 761
2023
Q3 		$689K Sell
11,451
-3,518
-24% -$220K 0.01% 892
2023
Q2 		$929K Sell
14,969
-804
-5% -$48.7K 0.01% 737
2023
Q1 		$956K Sell
15,773
-604
-4% -$36.9K 0.02% 706
2022
Q4 		$993K Sell
16,377
-221
-1% -$13.3K 0.02% 674
2022
Q3 		$901K Sell
16,598
-730
-4% -$43.5K 0.02% 566
2022
Q2 		$1M Sell
17,328
-414
-2% -$25.5K 0.02% 572
2022
Q1 		$1.15M Sell
17,742
-4,451
-20% -$283K 0.02% 567
2021
Q4 		$1.44M Sell
22,193
-375
-2% -$23.3K 0.03% 481
2021
Q3 		$1.32M Buy
22,568
+2,306
+11% +$139K 0.03% 519
2021
Q2 		$1.2M Buy
20,262
+1,640
+9% +$96.5K 0.03% 492
2021
Q1 		$1.05M Buy
18,622
+2,936
+19% +$159K 0.03% 463
2020
Q4 		$822K Buy
15,686
+4,786
+44% +$239K 0.03% 474
2020
Q3 		$512K Buy
10,900
+964
+10% +$45.3K 0.02% 551
2020
Q2 		$448K Buy
9,936
+1,488
+18% +$64.8K 0.02% 572
2020
Q1 		$331K Sell
8,448
-620
-7% -$30K 0.02% 572
2019
Q4 		$479K Buy
+9,068
New +$461K 0.02% 579
2015
Q4 		– Sell
-12,082
Closed -$409K – 729
2015
Q3 		$409K Buy
12,082
+154
+1% +$5.49K 0.04% 412
2015
Q2 		$435K Sell
11,928
-2,308
-16% -$86.5K 0.04% 417
2015
Q1 		$530K Buy
14,236
+5,666
+66% +$211K 0.05% 377
2014
Q4 		$319K Hold
8,570
– – 0.03% 468
2014
Q3 		$306K Hold
8,570
– – 0.02% 443
2014
Q2 		$307K Sell
8,570
-188
-2% -$6.54K 0.03% 431
2014
Q1 		$299K Buy
8,758
+2,024
+30% +$67.1K 0.04% 405
2013
Q4 		$227K Hold
6,734
– – 0.03% 430
2013
Q3 		$209K Hold
6,734
– – 0.04% 399
2013
Q2 		$202K Buy
+6,734
New +$204K 0.04% 357

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 $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisors's DTD Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 49% in Q1 2024, buying an estimated $520K and bringing the position to 23,501 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #901.

Cetera Advisors first reported a position in DTD in Q2 2013 and has held it in 28 quarters since. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

  • Cetera Advisors held 23,501 shares of WisdomTree US Total Dividend Fund worth $1.66M as of Q1 2024.
  • Cetera Advisors bought 7,734 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $520K.
  • WisdomTree US Total Dividend Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #901 holding.
  • Cetera Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 28 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

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