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Glenmede Trust’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Glenmede Trust’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
2024
Q4 		– Sell
-1,054
Closed -$80.8K – 1401
2024
Q3 		$80.8K Hold
1,054
– – ﹤0.01% 1299
2024
Q2 		$74.7K Hold
1,054
– – ﹤0.01% 1264
2024
Q1 		$74.5K Hold
1,054
– – ﹤0.01% 1245
2023
Q4 		$68.9K Hold
1,054
– – ﹤0.01% 1210
2023
Q3 		$63.4K Hold
1,054
– – ﹤0.01% 1164
2023
Q2 		$63.9K Hold
1,054
– – ﹤0.01% 1178
2023
Q1 		$63.9K Hold
1,054
– – ﹤0.01% 1184
2022
Q4 		$63.9K Hold
1,054
– – ﹤0.01% 1180
2022
Q3 		$57K Hold
1,054
– – ﹤0.01% 1173
2022
Q2 		$61K Hold
1,054
– – ﹤0.01% 1180
2022
Q1 		$68K Hold
1,054
– – ﹤0.01% 1216
2021
Q4 		$68K Buy
+1,054
New +$65.6K ﹤0.01% 1222

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 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 $104B AUM 28.3% 1-Year Est. Return

Glenmede Trust's DTD Position: Q4 2024 in Review

Glenmede Trust sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2024, closing a stake of 1,054 shares — an estimated $80.8K sold.

Glenmede Trust first reported a position in DTD in Q4 2021 and held it in 12 quarters. The position peaked at $80.8K in Q3 2024. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

  • Glenmede Trust reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Glenmede Trust sold 1,054 WisdomTree US Total Dividend Fund shares in Q4 2024, an estimated $80.8K.
  • Glenmede Trust first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and held it in 12 quarters.
  • Glenmede Trust's WisdomTree US Total Dividend Fund position peaked at $80.8K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on Glenmede Trust's 13F filing for Q4 2024, filed 14 Feb 2025.