CVA Family Office’s WisdomTree US Total Dividend Fund DTD Stock Holding History

CVA Family Office’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 Q4	–	Sell	-514	Closed	-$24K	–	904
2021 Q3	$24K	Buy	+514	New	+$31.1K	0.02%	246
2020 Q4	–	Sell	-514	Closed	-$24K	–	359
2020 Q3	$24K	Buy	514 +2	+0.4%	+$94	0.02%	246
2020 Q2	$23K	Buy	512 +4	+0.8%	+$174	0.02%	208
2020 Q1	$20K	Buy	+508	New	+$24.6K	0.02%	198

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CAN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CVA Family Office's DTD Position: Q4 2021 in Review

CVA Family Office sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2021, closing a stake of 514 shares — an estimated $24K sold.

CVA Family Office first reported a position in DTD in Q1 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

CVA Family Office reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2021 after selling out during the quarter.
CVA Family Office sold 514 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $24K.
CVA Family Office first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and held it in 4 quarters.
CVA Family Office's WisdomTree US Total Dividend Fund position peaked at $24K in Q3 2021.
151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on CVA Family Office's 13F filing for Q4 2021, filed 25 Jan 2022.