Money Concepts Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-2,944	Closed	-$179K	–	1107
2022 Q4	$179K	Buy	+2,944	New	+$177K	0.01%	736
2022 Q2	–	Sell	-3,044	Closed	-$197K	–	1727
2022 Q1	$197K	Buy	+3,044	New	+$194K	0.01%	746
2021 Q1	–	Sell	-38	Closed	-$2K	–	726
2020 Q4	$2K	Buy	+38	New	+$1.89K	﹤0.01%	635

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's DTD Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 2,944 shares — an estimated $179K sold.

Money Concepts Capital first reported a position in DTD in Q4 2020 and held it in 3 quarters. The position peaked at $197K in Q1 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,944 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $179K.
Money Concepts Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 3 quarters.
Money Concepts Capital's WisdomTree US Total Dividend Fund position peaked at $197K in Q1 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.