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

Maven 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
2025
Q1 		– Sell
-1,900
Closed -$210K – 837
2024
Q4 		$210K Sell
1,900
-6,000
-76% -$468K 0.01% 770
2024
Q3 		$837K Buy
+7,900
New +$581K 0.02% 548
2022
Q4 		– Sell
-6,800
Closed -$419K – 908
2022
Q3 		$419K Buy
+6,800
New +$405K 0.01% 844
2022
Q2 		– Sell
-15,600
Closed -$999K – 938
2022
Q1 		$999K Buy
+15,600
New +$993K 0.03% 334
2020
Q4 		– Sell
-9,000
Closed -$221K – 646
2020
Q3 		$221K Buy
+9,000
New +$423K 0.02% 540

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return