Nations Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Nations Financial Group’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	-3,344	Closed	-$254K	–	669
2024 Q4	$254K	Hold	3,344	–	–	0.02%	589
2024 Q3	$256K	Hold	3,344	–	–	0.02%	595
2024 Q2	$237K	Hold	3,344	–	–	0.02%	579
2024 Q1	$236K	Hold	3,344	–	–	0.02%	570
2023 Q4	$219K	Hold	3,344	–	–	0.02%	578
2023 Q3	$201K	Hold	3,344	–	–	0.02%	582
2023 Q2	$208K	Hold	3,344	–	–	0.02%	581
2023 Q1	$203K	Hold	3,344	–	–	0.02%	581
2022 Q4	$203K	Buy	+3,344	New	+$201K	0.02%	561
2022 Q2	–	Sell	-3,344	Closed	-$216K	–	541
2022 Q1	$216K	Buy	+3,344	New	+$213K	0.03%	483

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

Nations Financial Group's DTD Position: Q1 2025 in Review

Nations Financial Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 3,344 shares — an estimated $254K sold.

Nations Financial Group first reported a position in DTD in Q1 2022 and held it in 10 quarters. The position peaked at $256K in Q3 2024. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

Nations Financial Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 3,344 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $254K.
Nations Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and held it in 10 quarters.
Nations Financial Group's WisdomTree US Total Dividend Fund position peaked at $256K in Q3 2024.
194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.