CFS Investment Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

CFS Investment Advisory Services’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 Q4	–	Sell	-3,722	Closed	-$202K	–	127
2022 Q3	$202K	Sell	3,722 -1,930	-34%	-$115K	0.05%	108
2022 Q2	$327K	Buy	+5,652	New	+$349K	0.05%	183
2021 Q4	$360K	Hold	5,652	–	–	0.05%	182
2021 Q3	$332K	Buy	+5,652	New	+$342K	0.05%	177
2020 Q4	$296K	Buy	+5,652	New	+$282K	0.05%	154

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFS Investment Advisory Services's DTD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2022, closing a stake of 3,722 shares — an estimated $202K sold.

CFS Investment Advisory Services first reported a position in DTD in Q4 2020 and held it in 5 quarters. The position peaked at $360K in Q4 2021. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

CFS Investment Advisory Services reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 3,722 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $202K.
CFS Investment Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 5 quarters.
CFS Investment Advisory Services's WisdomTree US Total Dividend Fund position peaked at $360K in Q4 2021.
180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.