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Gerber Kawasaki Wealth & Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-1,000
Closed -$58K – 503
2021
Q3 		$58K Buy
+1,000
New +$60.5K 0.01% 303

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 $2.7B AUM 21.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Gerber Kawasaki Wealth & Investment Management's DTD Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2021, closing a stake of 1,000 shares — an estimated $58K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DTD in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,000 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $58K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree US Total Dividend Fund position peaked at $58K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.