Mark Sheptoff Financial Planning’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q3	–	Sell	-300	Closed	-$14K	–	340
2020 Q2	$14K	Hold	300	–	–	0.01%	226
2020 Q1	$12K	Hold	300	–	–	0.01%	214
2019 Q4	$16K	Hold	300	–	–	0.01%	237
2019 Q3	$15K	Hold	300	–	–	0.01%	237
2019 Q2	$15K	Hold	300	–	–	0.01%	232
2019 Q1	$14K	Hold	300	–	–	0.01%	239
2018 Q4	$13K	Hold	300	–	–	0.01%	219
2018 Q3	$14K	Hold	300	–	–	0.01%	264
2018 Q2	$14K	Hold	300	–	–	0.01%	250
2018 Q1	$13K	Hold	300	–	–	0.01%	261
2017 Q4	$14K	Hold	300	–	–	0.01%	259
2017 Q3	$13K	Hold	300	–	–	0.01%	268
2017 Q2	$13K	Sell	300 -2	-0.7%	-$85	0.01%	262
2017 Q1	$13K	Buy	302 +2	+0.7%	+$83	0.01%	260
2016 Q4	$12K	Hold	300	–	–	0.01%	256
2016 Q3	$12K	Hold	300	–	–	0.01%	251
2016 Q2	$12K	Hold	300	–	–	0.01%	240
2016 Q1	$11K	Hold	300	–	–	0.01%	243
2015 Q4	$11K	Buy	+300	New	+$10.8K	0.01%	266

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's DTD Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 300 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in DTD in Q4 2015 and held it in 19 quarters. The position peaked at $16K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

Mark Sheptoff Financial Planning reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $14K.
Mark Sheptoff Financial Planning first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 19 quarters.
Mark Sheptoff Financial Planning's WisdomTree US Total Dividend Fund position peaked at $16K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.