Joseph P. Lucia & Associates’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-550	Closed	-$32K	–	189
2022 Q2	$32K	Hold	550	–	–	0.02%	214
2022 Q1	$36K	Buy	+550	New	+$35K	0.02%	212
2021 Q4	–	Sell	-550	Closed	-$32K	–	233
2021 Q3	$32K	Hold	550	–	–	0.02%	256
2021 Q2	$33K	Hold	550	–	–	0.02%	256
2021 Q1	$31K	Hold	550	–	–	0.01%	245
2020 Q4	$29K	Buy	+550	New	+$27.4K	0.02%	226
2020 Q3	–	Sell	-550	Closed	-$25K	–	175
2020 Q2	$25K	Hold	550	–	–	0.02%	225
2020 Q1	$22K	Hold	550	–	–	0.02%	220
2019 Q4	$29K	Hold	550	–	–	0.03%	214
2019 Q3	$27K	Hold	550	–	–	0.03%	218
2019 Q2	$27K	Sell	550 -52,530	-99%	-$2.52M	0.03%	219
2019 Q1	$275	Buy	+53,080	New	+$2.43M	0.02%	200

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

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

CWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Joseph P. Lucia & Associates's DTD Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 550 shares — an estimated $32K sold.

Joseph P. Lucia & Associates first reported a position in DTD in Q1 2019 and held it in 12 quarters. The position peaked at $36K in Q1 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 550 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $32K.
Joseph P. Lucia & Associates first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's WisdomTree US Total Dividend Fund position peaked at $36K in Q1 2022.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.