Heritage Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Heritage Wealth Advisors’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
2023 Q3	–	Sell	-590	Closed	-$36.6K	–	539
2023 Q2	$36.6K	Hold	590	–	–	﹤0.01%	354
2023 Q1	$35.7K	Hold	590	–	–	﹤0.01%	352
2022 Q4	$35.8K	Hold	590	–	–	﹤0.01%	360
2022 Q3	$32K	Hold	590	–	–	﹤0.01%	339
2022 Q2	$34K	Buy	+590	New	+$36.4K	﹤0.01%	364

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

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

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Heritage Wealth Advisors's DTD Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 590 shares — an estimated $36.6K sold.

Heritage Wealth Advisors first reported a position in DTD in Q2 2022 and held it in 5 quarters. The position peaked at $36.6K in Q2 2023. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

Heritage Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 590 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $36.6K.
Heritage Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 5 quarters.
Heritage Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $36.6K in Q2 2023.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.