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Opal Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-112
Closed -$7.93K – 463
2024
Q2 		$7.93K Hold
112
– – ﹤0.01% 708
2024
Q1 		$7.92K Buy
+112
New +$7.53K ﹤0.01% 252

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Opal Wealth Advisors's DTD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 112 shares — an estimated $7.93K sold.

Opal Wealth Advisors first reported a position in DTD in Q1 2024 and held it in 2 quarters. The position peaked at $7.93K in Q2 2024. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 112 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $7.93K.
  • Opal Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $7.93K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.