Crestone Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Crestone Asset Management’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	-4,423	Closed	-$313K	–	18
2024 Q1	$313K	Hold	4,423	–	–	0.06%	76
2023 Q4	$289K	Buy	4,423 +423	+11%	+$26K	0.07%	72
2023 Q3	$241K	Hold	4,000	–	–	0.06%	95
2023 Q2	$248K	Sell	4,000 -368	-8%	-$22.3K	0.05%	66
2023 Q1	$265K	Hold	4,368	–	–	0.06%	63
2022 Q4	$265K	Buy	+4,368	New	+$262K	0.06%	61
2022 Q2	–	Sell	-5,126	Closed	-$331K	–	85
2022 Q1	$331K	Hold	5,126	–	–	0.07%	66
2021 Q4	$332K	Hold	5,126	–	–	0.07%	73
2021 Q3	$301K	Hold	5,126	–	–	0.07%	70
2021 Q2	$304K	Sell	5,126 -430	-8%	-$25.3K	0.07%	69
2021 Q1	$314K	Hold	5,556	–	–	0.08%	55
2020 Q4	$291K	Hold	5,556	–	–	0.08%	55
2020 Q3	$261K	Buy	5,556 +1,064	+24%	+$50.1K	0.08%	49
2020 Q2	$202K	Buy	+4,492	New	+$196K	0.07%	65

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

Crestone Asset Management's DTD Position: Q2 2024 in Review

Crestone Asset Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2024, closing a stake of 4,423 shares — an estimated $313K sold.

Crestone Asset Management first reported a position in DTD in Q2 2020 and held it in 14 quarters. The position peaked at $332K in Q4 2021. 177 funds tracked by Wall St. Rank hold DTD as of Q2 2024.

Crestone Asset Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 4,423 WisdomTree US Total Dividend Fund shares in Q2 2024, an estimated $313K.
Crestone Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and held it in 14 quarters.
Crestone Asset Management's WisdomTree US Total Dividend Fund position peaked at $332K in Q4 2021.
177 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.