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

Kelly 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
2024 Q3	–	Sell	-170	Closed	-$12K	–	271
2024 Q2	$12K	Buy	170 +1	+0.6%	+$70	﹤0.01%	403
2024 Q1	$11.9K	Buy	169 +1	+0.6%	+$67	﹤0.01%	402
2023 Q4	$11K	Buy	168 +1	+0.6%	+$62	﹤0.01%	384
2023 Q3	$10K	Buy	167 +1	+0.6%	+$62	﹤0.01%	369
2023 Q2	$10.3K	Buy	166 +1	+0.6%	+$61	﹤0.01%	363
2023 Q1	$9.97K	Buy	165 +1	+0.6%	+$61	0.01%	356
2022 Q4	$9.92K	Buy	164 +2	+1%	+$120	0.01%	330
2022 Q3	$8.81K	Buy	162 +1	+0.6%	+$60	0.01%	337
2022 Q2	$9.34K	Buy	+161	New	+$9.93K	﹤0.01%	332

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kelly Financial Services's DTD Position: Q3 2024 in Review

Kelly Financial Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 170 shares — an estimated $12K sold.

Kelly Financial Services first reported a position in DTD in Q2 2022 and held it in 9 quarters. The position peaked at $12K in Q2 2024. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

Kelly Financial Services reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 170 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $12K.
Kelly Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 9 quarters.
Kelly Financial Services's WisdomTree US Total Dividend Fund position peaked at $12K in Q2 2024.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.