Laurel Wealth Advisors (California)’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$299K	Sell	4,938 -824	-14%	-$49.4K	0.03%	509
2022 Q3	$313K	Buy	5,762 +570	+11%	+$33.9K	0.03%	473
2022 Q2	$301K	Buy	5,192 +906	+21%	+$55.9K	0.03%	491
2022 Q1	$277K	Buy	4,286 +8	+0.2%	+$509	0.02%	612
2021 Q4	$277K	Buy	4,278 +12	+0.3%	+$747	0.02%	641
2021 Q3	$250K	Buy	4,266 +12	+0.3%	+$726	0.05%	381
2021 Q2	$252K	Buy	4,254 +12	+0.3%	+$706	0.03%	440
2021 Q1	$240K	Buy	4,242 +8	+0.2%	+$433	0.04%	403
2020 Q4	$222K	Buy	+4,234	New	+$211K	0.03%	403
2020 Q2	–	Sell	-6,094	Closed	-$239K	–	382
2020 Q1	$239K	Sell	6,094 -560	-8%	-$27.1K	0.05%	323
2019 Q4	$351K	Buy	6,654 +1,890	+40%	+$96.2K	0.06%	313
2019 Q3	$236K	Buy	4,764 +20	+0.4%	+$975	0.04%	399
2019 Q2	$230K	Buy	4,744 +140	+3%	+$6.7K	0.05%	360
2019 Q1	$218K	Buy	+4,604	New	+$211K	0.05%	347

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 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

Laurel Wealth Advisors (California)'s DTD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its WisdomTree US Total Dividend Fund (DTD) stake by 14% in Q4 2022, selling an estimated $49.4K and leaving 4,938 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #509.

Laurel Wealth Advisors (California) first reported a position in DTD in Q1 2019 and has held it in 14 quarters since. The position peaked at $351K in Q4 2019. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

Laurel Wealth Advisors (California) held 4,938 shares of WisdomTree US Total Dividend Fund worth $299K as of Q4 2022.
Laurel Wealth Advisors (California) sold 824 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $49.4K.
WisdomTree US Total Dividend Fund made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #509 holding.
Laurel Wealth Advisors (California) first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and has held it in 14 quarters since.
Laurel Wealth Advisors (California)'s WisdomTree US Total Dividend Fund position peaked at $351K in Q4 2019.
180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.