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

Next 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
2021
Q4 		$528K Buy
8,160
+528
+7% +$32.9K 0.03% 523
2021
Q3 		$448K Buy
7,632
+696
+10% +$42.1K 0.04% 513
2021
Q2 		$411K Buy
6,936
+828
+14% +$48.7K 0.03% 549
2021
Q1 		$345K Sell
6,108
-26
-0.4% -$1.41K 0.03% 561
2020
Q4 		$322K Buy
6,134
+686
+13% +$34.2K 0.03% 538
2020
Q3 		$256K Buy
5,448
+106
+2% +$4.99K 0.03% 544
2020
Q2 		$241K Buy
5,342
+80
+2% +$3.48K 0.03% 476
2020
Q1 		$206K Hold
5,262
– – 0.03% 520
2019
Q4 		$278K Buy
5,262
+1,200
+30% +$61.1K 0.03% 565
2019
Q3 		$201K Buy
4,062
+960
+31% +$46.8K 0.02% 675
2019
Q2 		$151K Buy
+3,102
New +$149K 0.02% 765
2019
Q1 		– Sell
-2,722
Closed -$115K – 1721
2018
Q4 		$115K Buy
+2,722
New +$124K 0.02% 553
2017
Q3 		– Sell
-458
Closed -$19K – 1791
2017
Q2 		$19K Buy
+458
New +$19.4K ﹤0.01% 1100
2017
Q1 		– Sell
-1,200
Closed -$49K – 1963
2016
Q4 		$49K Buy
+1,200
New +$47.2K 0.01% 972

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's DTD Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree US Total Dividend Fund (DTD) stake by 6.9% in Q4 2021, buying an estimated $32.9K and bringing the position to 8,160 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #523.

Next Financial Group first reported a position in DTD in Q4 2016 and has held it in 14 quarters since. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

  • Next Financial Group held 8,160 shares of WisdomTree US Total Dividend Fund worth $528K as of Q4 2021.
  • Next Financial Group bought 528 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $32.9K.
  • WisdomTree US Total Dividend Fund made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #523 holding.
  • Next Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and has held it in 14 quarters since.
  • 151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.