MOTCO’s WisdomTree US Total Dividend Fund DTD Stock Holding History

MOTCO’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
2021 Q3	–	Sell	-1,900	Closed	-$113K	–	613
2021 Q2	$113K	Buy	+1,900	New	+$112K	0.01%	288

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

MOTCO's DTD Position: Q3 2021 in Review

MOTCO sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2021, closing a stake of 1,900 shares — an estimated $113K sold.

MOTCO first reported a position in DTD in Q2 2021 and held it in 1 quarter. The position peaked at $113K in Q2 2021. 140 funds tracked by Wall St. Rank hold DTD as of Q3 2021.

MOTCO reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2021 after selling out during the quarter.
MOTCO sold 1,900 WisdomTree US Total Dividend Fund shares in Q3 2021, an estimated $113K.
MOTCO first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and held it in 1 quarter.
MOTCO's WisdomTree US Total Dividend Fund position peaked at $113K in Q2 2021.
140 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2021.

Based on MOTCO's 13F filing for Q3 2021, filed 29 Oct 2021.