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

Libra Wealth’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
Q2 		– Sell
-2,867
Closed -$203K – 54
2024
Q1 		$203K Buy
+2,867
New +$193K 0.09% 55
2022
Q2 		– Sell
-5,667
Closed -$274K – 48
2022
Q1 		$274K Buy
5,667
+47
+0.8% +$2.99K 0.16% 24
2021
Q4 		$275K Buy
+5,620
New +$350K 0.18% 21

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Libra Wealth's DTD Position: Q2 2024 in Review

Libra Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2024, closing a stake of 2,867 shares — an estimated $203K sold.

Libra Wealth first reported a position in DTD in Q4 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 177 funds tracked by Wall St. Rank hold DTD as of Q2 2024.

  • Libra Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Libra Wealth sold 2,867 WisdomTree US Total Dividend Fund shares in Q2 2024, an estimated $203K.
  • Libra Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and held it in 3 quarters.
  • Libra Wealth's WisdomTree US Total Dividend Fund position peaked at $275K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2024.

Based on Libra Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.