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

Newbridge Financial Services 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
2023 Q2	–	Sell	-483	Closed	-$29.3K	–	1377
2023 Q1	$29.3K	Buy	483 +3	+0.6%	+$183	0.02%	600
2022 Q4	$29.1K	Buy	480 +15	+3%	+$900	0.02%	602
2022 Q3	$25K	Buy	465 +10	+2%	+$596	0.01%	633
2022 Q2	$26K	Buy	455 +18	+4%	+$1.11K	0.02%	574
2022 Q1	$28K	Buy	437 +42	+11%	+$2.67K	0.01%	624
2021 Q4	$26K	Buy	395 +3	+0.8%	+$187	0.01%	642
2021 Q3	$23K	Buy	392 +196	+100%	+$11.9K	0.01%	617
2021 Q2	$12K	Buy	+196	New	+$11.5K	0.01%	931

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

VPP

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

Newbridge Financial Services Group's DTD Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2023, closing a stake of 483 shares — an estimated $29.3K sold.

Newbridge Financial Services Group first reported a position in DTD in Q2 2021 and held it in 8 quarters. The position peaked at $29.3K in Q1 2023. 169 funds tracked by Wall St. Rank hold DTD as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 483 WisdomTree US Total Dividend Fund shares in Q2 2023, an estimated $29.3K.
Newbridge Financial Services Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree US Total Dividend Fund position peaked at $29.3K in Q1 2023.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.