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

Crewe 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
2022
Q3 		– Sell
-10
Closed -$1K – 1248
2022
Q2 		$1K Hold
10
– – ﹤0.01% 1055
2022
Q1 		$1K Buy
+10
New +$636 ﹤0.01% 451

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
6F
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $20.7M AUM 18.57% 1-Year Est. Return

Crewe Advisors's DTD Position: Q3 2022 in Review

Crewe Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Crewe Advisors first reported a position in DTD in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

  • Crewe Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Crewe Advisors sold 10 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $1K.
  • Crewe Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and held it in 2 quarters.
  • Crewe Advisors's WisdomTree US Total Dividend Fund position peaked at $1K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Crewe Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.