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

Claro 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 Q2	–	Sell	-12,993	Closed	-$919K	–	438
2024 Q1	$919K	Sell	12,993 -3,397	-21%	-$228K	0.16%	147
2023 Q4	$1.07M	Sell	16,390 -2,556	-13%	-$157K	0.23%	94
2023 Q3	$1.14M	Sell	18,946 -57	-0.3%	-$3.56K	0.29%	79
2023 Q2	$1.18M	Buy	19,003 +5,114	+37%	+$310K	0.29%	75
2023 Q1	$842K	Buy	13,889 +4,763	+52%	+$291K	0.25%	98
2022 Q4	$553K	Buy	+9,126	New	+$548K	0.18%	139

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 $224M AUM 17.89% 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

Claro Advisors's DTD Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2024, closing a stake of 12,993 shares — an estimated $919K sold.

Claro Advisors first reported a position in DTD in Q4 2022 and held it in 6 quarters. The position peaked at $1.18M in Q2 2023. 177 funds tracked by Wall St. Rank hold DTD as of Q2 2024.

Claro Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 12,993 WisdomTree US Total Dividend Fund shares in Q2 2024, an estimated $919K.
Claro Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 6 quarters.
Claro Advisors's WisdomTree US Total Dividend Fund position peaked at $1.18M in Q2 2023.
177 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.