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

Maripau 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
2025 Q1	–	Sell	-2,679	Closed	-$203K	–	138
2024 Q4	$203K	Buy	+2,679	New	+$209K	0.12%	136
2024 Q3	–	Sell	-2,974	Closed	-$211K	–	68
2024 Q2	$211K	Sell	2,974 -2,179	-42%	-$152K	0.14%	133
2024 Q1	$364K	Buy	5,153 +91	+2%	+$6.12K	0.27%	77
2023 Q4	$331K	Sell	5,062 -9,680	-66%	-$596K	0.29%	71
2023 Q3	$887K	Buy	14,742 +1,829	+14%	+$114K	0.82%	30
2023 Q2	$802K	Buy	+12,913	New	+$782K	0.71%	31

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Maripau Wealth Management's DTD Position: Q1 2025 in Review

Maripau Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 2,679 shares — an estimated $203K sold.

Maripau Wealth Management first reported a position in DTD in Q2 2023 and held it in 6 quarters. The position peaked at $887K in Q3 2023. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

Maripau Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
Maripau Wealth Management sold 2,679 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $203K.
Maripau Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 6 quarters.
Maripau Wealth Management's WisdomTree US Total Dividend Fund position peaked at $887K in Q3 2023.
194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.