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Howe & Rusling’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-64
Closed -$3.88K – 336
2023
Q1 		$3.88K Buy
+64
New +$3.91K ﹤0.01% 298

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's DTD Position: Q2 2023 in Review

Howe & Rusling sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2023, closing a stake of 64 shares — an estimated $3.88K sold.

Howe & Rusling first reported a position in DTD in Q1 2023 and held it in 1 quarter. The position peaked at $3.88K in Q1 2023. 169 funds tracked by Wall St. Rank hold DTD as of Q2 2023.

  • Howe & Rusling reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Howe & Rusling sold 64 WisdomTree US Total Dividend Fund shares in Q2 2023, an estimated $3.88K.
  • Howe & Rusling first reported a position in WisdomTree US Total Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Howe & Rusling's WisdomTree US Total Dividend Fund position peaked at $3.88K in Q1 2023.
  • 169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2023.

Based on Howe & Rusling's 13F filing for Q2 2023, filed 14 Aug 2023.