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

EverSource Wealth 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
2025
Q1 		– Sell
-25
Closed -$1.9K – 4066
2024
Q4 		$1.9K Sell
25
-553
-96% -$43.1K ﹤0.01% 2730
2024
Q3 		$44.3K Buy
+578
New +$42.5K ﹤0.01% 1121

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EverSource Wealth Advisors's DTD Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 25 shares — an estimated $1.9K sold.

EverSource Wealth Advisors first reported a position in DTD in Q3 2024 and held it in 2 quarters. The position peaked at $44.3K in Q3 2024. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 25 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $1.9K.
  • EverSource Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $44.3K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.