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Garrett Wealth Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-1,054
Closed -$52.3K – 208
2019
Q3 		$52.3K Buy
+1,054
New +$51.4K 0.04% 128

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Garrett Wealth Advisory Group's DTD Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2019, closing a stake of 1,054 shares — an estimated $52.3K sold.

Garrett Wealth Advisory Group first reported a position in DTD in Q3 2019 and held it in 1 quarter. The position peaked at $52.3K in Q3 2019. 125 funds tracked by Wall St. Rank hold DTD as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,054 WisdomTree US Total Dividend Fund shares in Q4 2019, an estimated $52.3K.
  • Garrett Wealth Advisory Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WisdomTree US Total Dividend Fund position peaked at $52.3K in Q3 2019.
  • 125 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.