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GPS Wealth Strategies Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

GPS Wealth Strategies 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
2021
Q3 		– Sell
-1,020
Closed -$60K – 1030
2021
Q2 		$60K Hold
1,020
– – 0.02% 377
2021
Q1 		$57K Sell
1,020
-3,200
-76% -$173K 0.02% 361
2020
Q4 		$221K Buy
+4,220
New +$210K 0.08% 160

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

GPS Wealth Strategies Group's DTD Position: Q3 2021 in Review

GPS Wealth Strategies Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2021, closing a stake of 1,020 shares — an estimated $60K sold.

GPS Wealth Strategies Group first reported a position in DTD in Q4 2020 and held it in 3 quarters. The position peaked at $221K in Q4 2020. 140 funds tracked by Wall St. Rank hold DTD as of Q3 2021.

  • GPS Wealth Strategies Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,020 WisdomTree US Total Dividend Fund shares in Q3 2021, an estimated $60K.
  • GPS Wealth Strategies Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 3 quarters.
  • GPS Wealth Strategies Group's WisdomTree US Total Dividend Fund position peaked at $221K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2021, filed 20 Oct 2021.