Claro Advisors
DTD icon

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
626 Financial
626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return
Pinnacle Financial Group
Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial Services Advisors
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.