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Householder Group Estate & Retirement Specialist’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Householder Group Estate & Retirement Specialist’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
-276
Closed -$21K – 709
2024
Q3 		$21K Buy
+276
New +$20.3K 0.01% 671

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 $2.7B AUM 21.91% 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

Householder Group Estate & Retirement Specialist's DTD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2024, closing a stake of 276 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in DTD in Q3 2024 and held it in 1 quarter. The position peaked at $21K in Q3 2024. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 276 WisdomTree US Total Dividend Fund shares in Q4 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's WisdomTree US Total Dividend Fund position peaked at $21K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.