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Covenant Multifamily Offices’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Covenant Multifamily Offices’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
2021
Q3 		$226K Hold
3,794
– – 0.04% 216
2021
Q2 		$225K Buy
+3,794
New +$223K 0.04% 206

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

Covenant Multifamily Offices's DTD Position: Q3 2021 in Review

Covenant Multifamily Offices held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2021 at 3,794 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #216.

Covenant Multifamily Offices first reported a position in DTD in Q2 2021 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold DTD as of Q3 2021.

  • Covenant Multifamily Offices held 3,794 shares of WisdomTree US Total Dividend Fund worth $226K as of Q3 2021.
  • Covenant Multifamily Offices left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2021.
  • WisdomTree US Total Dividend Fund made up 0.04% of Covenant Multifamily Offices's portfolio in Q3 2021, its #216 holding.
  • Covenant Multifamily Offices first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.