Cordasco Financial Network’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cordasco Financial Network’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 Q2	$28K	Hold	480	–	–	0.02%	247
2022 Q1	$31K	Hold	480	–	–	0.02%	252
2021 Q4	$31K	Hold	480	–	–	0.02%	250
2021 Q3	$28K	Hold	480	–	–	0.02%	258
2021 Q2	$28K	Hold	480	–	–	0.02%	263
2021 Q1	$27K	Hold	480	–	–	0.02%	259
2020 Q4	$25K	Hold	480	–	–	0.02%	225
2020 Q3	$23K	Hold	480	–	–	0.02%	228
2020 Q2	$22K	Buy	+480	New	+$20.9K	0.02%	216

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cordasco Financial Network's DTD Position: Q2 2022 in Review

Cordasco Financial Network held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2022 at 480 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #247.

Cordasco Financial Network first reported a position in DTD in Q2 2020 and has held it in 9 quarters since. The position peaked at $31K in Q1 2022. 165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

Cordasco Financial Network held 480 shares of WisdomTree US Total Dividend Fund worth $28K as of Q2 2022.
Cordasco Financial Network left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2022.
WisdomTree US Total Dividend Fund made up 0.02% of Cordasco Financial Network's portfolio in Q2 2022, its #247 holding.
Cordasco Financial Network first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and has held it in 9 quarters since.
Cordasco Financial Network's WisdomTree US Total Dividend Fund position peaked at $31K in Q1 2022.
165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.