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EWG Elevate’s WisdomTree US Total Dividend Fund DTD Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-3,114
Closed -$189K – 238
2022
Q4 		$189K Buy
+3,114
New +$187K 0.1% 76

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
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWG Elevate's DTD Position: Q1 2023 in Review

EWG Elevate sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 3,114 shares — an estimated $189K sold.

EWG Elevate first reported a position in DTD in Q4 2022 and held it in 1 quarter. The position peaked at $189K in Q4 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

  • EWG Elevate reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 3,114 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $189K.
  • EWG Elevate first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's WisdomTree US Total Dividend Fund position peaked at $189K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.