Financial Architects (New Jersey)’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-800	Closed	-$36K	–	404
2020 Q2	$36K	Hold	800	–	–	0.01%	467
2020 Q1	$31K	Hold	800	–	–	0.01%	441
2019 Q4	$42K	Sell	800 -2,000	-71%	-$102K	0.01%	455
2019 Q3	$139K	Hold	2,800	–	–	0.03%	280
2019 Q2	$136K	Hold	2,800	–	–	0.03%	320
2019 Q1	$132K	Hold	2,800	–	–	0.02%	393
2018 Q4	$118K	Hold	2,800	–	–	0.02%	368
2018 Q3	$134K	Hold	2,800	–	–	0.02%	391
2018 Q2	$128K	Hold	2,800	–	–	0.02%	362
2018 Q1	$125K	Hold	2,800	–	–	0.02%	405
2017 Q4	$130K	Hold	2,800	–	–	0.02%	433
2017 Q3	$123K	Hold	2,800	–	–	0.02%	456
2017 Q2	$119K	Hold	2,800	–	–	0.02%	446
2017 Q1	$118K	Hold	2,800	–	–	0.02%	426
2016 Q4	$114K	Hold	2,800	–	–	0.03%	366
2016 Q3	$109K	Hold	2,800	–	–	0.03%	376
2016 Q2	$107K	Hold	2,800	–	–	0.03%	356
2016 Q1	$104K	Buy	+2,800	New	+$97.8K	0.04%	272
2015 Q3	–	Sell	-2,800	Closed	-$102K	–	398
2015 Q2	$102K	Buy	2,800 +2,000	+250%	+$75K	0.04%	300
2015 Q1	$30K	Hold	800	–	–	0.01%	484
2014 Q4	$30K	Hold	800	–	–	0.01%	433
2014 Q3	$29K	Hold	800	–	–	0.01%	397
2014 Q2	$29K	Buy	+800	New	+$27.8K	0.01%	415
2013 Q4	–	Sell	-800	Closed	-$25K	–	265
2013 Q3	$25K	Hold	800	–	–	0.02%	341
2013 Q2	$24K	Buy	+800	New	+$24.3K	0.02%	323

Other funds holding DTD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Financial Architects (New Jersey)'s DTD Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 800 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in DTD in Q2 2013 and held it in 25 quarters. The position peaked at $139K in Q3 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

Financial Architects (New Jersey) reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 800 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $36K.
Financial Architects (New Jersey) first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s WisdomTree US Total Dividend Fund position peaked at $139K in Q3 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.