Elk River Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Elk River Wealth 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 Q1	–	Sell	-14,209	Closed	-$929K	–	102
2023 Q4	$929K	Hold	14,209	–	–	0.18%	56
2023 Q3	$855K	Hold	14,209	–	–	0.19%	54
2023 Q2	$882K	Hold	14,209	–	–	0.19%	55
2023 Q1	$861K	Hold	14,209	–	–	0.2%	54
2022 Q4	$862K	Buy	+14,209	New	+$853K	0.21%	61

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 $257M AUM 22.23% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

CAN

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

CWM

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

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

Elk River Wealth Management's DTD Position: Q1 2024 in Review

Elk River Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2024, closing a stake of 14,209 shares — an estimated $929K sold.

Elk River Wealth Management first reported a position in DTD in Q4 2022 and held it in 5 quarters. The position peaked at $929K in Q4 2023. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

Elk River Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2024 after selling out during the quarter.
Elk River Wealth Management sold 14,209 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $929K.
Elk River Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 5 quarters.
Elk River Wealth Management's WisdomTree US Total Dividend Fund position peaked at $929K in Q4 2023.
186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on Elk River Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.