M Holdings Securities’s WisdomTree US Total Dividend Fund DTD Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-3,756	Closed	-$228K	–	274
2023 Q1	$228K	Sell	3,756 -29	-0.8%	-$1.77K	0.02%	416
2022 Q4	$230K	Buy	3,785 +38	+1%	+$2.28K	0.02%	394
2022 Q3	$203K	Buy	3,747 +4	+0.1%	+$238	0.02%	404
2022 Q2	$217K	Sell	3,743 -80	-2%	-$4.93K	0.02%	398
2022 Q1	$247K	Buy	+3,823	New	+$243K	0.02%	435
2021 Q2	–	Sell	-3,784	Closed	-$214K	–	303
2021 Q1	$214K	Buy	+3,784	New	+$205K	0.02%	458

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M Holdings Securities's DTD Position: Q2 2023 in Review

M Holdings Securities sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2023, closing a stake of 3,756 shares — an estimated $228K sold.

M Holdings Securities first reported a position in DTD in Q1 2021 and held it in 6 quarters. The position peaked at $247K in Q1 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q2 2023.

M Holdings Securities reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2023 after selling out during the quarter.
M Holdings Securities sold 3,756 WisdomTree US Total Dividend Fund shares in Q2 2023, an estimated $228K.
M Holdings Securities first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and held it in 6 quarters.
M Holdings Securities's WisdomTree US Total Dividend Fund position peaked at $247K in Q1 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.