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JD Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

JD Financial Services’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
Q4 		$5.03M Buy
77,649
+3,021
+4% +$188K 4.14% 11
2021
Q3 		$4.38M Buy
74,628
+7,116
+11% +$430K 4% 11
2021
Q2 		$4M Buy
67,512
+39,348
+140% +$2.31M 3.71% 11
2021
Q1 		$1.59M Buy
+28,164
New +$1.52M 2.02% 12

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6F
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
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JD Financial Services's DTD Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 4% in Q4 2021, buying an estimated $188K and bringing the position to 77,649 shares worth $5.03M. The position accounts for 4.14% of the portfolio, ranked #11.

JD Financial Services first reported a position in DTD in Q1 2021 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

  • JD Financial Services held 77,649 shares of WisdomTree US Total Dividend Fund worth $5.03M as of Q4 2021.
  • JD Financial Services bought 3,021 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $188K.
  • WisdomTree US Total Dividend Fund made up 4.14% of JD Financial Services's portfolio in Q4 2021, its #11 holding.
  • JD Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.