First Heartland Consultants’s WisdomTree US Total Dividend Fund DTD Stock Holding History

First Heartland Consultants’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
2021 Q1	–	Sell	-4,018	Closed	-$211K	–	390
2020 Q4	$211K	Buy	+4,018	New	+$200K	0.04%	319
2020 Q1	–	Sell	-4,018	Closed	-$212K	–	258
2019 Q4	$212K	Buy	+4,018	New	+$204K	0.04%	279

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Heartland Consultants's DTD Position: Q1 2021 in Review

First Heartland Consultants sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2021, closing a stake of 4,018 shares — an estimated $211K sold.

First Heartland Consultants first reported a position in DTD in Q4 2019 and held it in 2 quarters. The position peaked at $212K in Q4 2019. 128 funds tracked by Wall St. Rank hold DTD as of Q1 2021.

First Heartland Consultants reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2021 after selling out during the quarter.
First Heartland Consultants sold 4,018 WisdomTree US Total Dividend Fund shares in Q1 2021, an estimated $211K.
First Heartland Consultants first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and held it in 2 quarters.
First Heartland Consultants's WisdomTree US Total Dividend Fund position peaked at $212K in Q4 2019.
128 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2021.

Based on First Heartland Consultants's 13F filing for Q1 2021, filed 17 May 2021.