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Financial Planners of Cleveland’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-15,822
Closed -$1.03M – 67
2021
Q4 		$1.03M Buy
+15,822
New +$985K 0.42% 22

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Planners of Cleveland's DTD Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2022, closing a stake of 15,822 shares — an estimated $1.03M sold.

Financial Planners of Cleveland first reported a position in DTD in Q4 2021 and held it in 1 quarter. The position peaked at $1.03M in Q4 2021. 162 funds tracked by Wall St. Rank hold DTD as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 15,822 WisdomTree US Total Dividend Fund shares in Q1 2022, an estimated $1.03M.
  • Financial Planners of Cleveland first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's WisdomTree US Total Dividend Fund position peaked at $1.03M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.