Liberty Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Liberty Wealth Management’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	–	Sell	-28	Closed	-$2K	–	412
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	1045
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	912
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	859
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	856
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	796
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	774
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	786
2019 Q4	$1K	Buy	28 +2	+8%	+$102	﹤0.01%	814
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	782
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	809
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	666
2018 Q4	$1K	Buy	+26	New	+$1.18K	﹤0.01%	704

Other funds holding DTD

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's DTD Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2021, closing a stake of 28 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in DTD in Q4 2018 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 28 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree US Total Dividend Fund position peaked at $2K in Q3 2021.
151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.