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Oxler Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-2,246
Closed -$122K – 146
2022
Q3 		$122K Buy
2,246
+16
+0.7% +$953 0.07% 121
2022
Q2 		$129K Buy
+2,230
New +$138K 0.06% 118
2021
Q1 		– Sell
-2,198
Closed -$115K – 145
2020
Q4 		$115K Buy
+2,198
New +$110K 0.06% 129

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxler Private Wealth's DTD Position: Q4 2022 in Review

Oxler Private Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2022, closing a stake of 2,246 shares — an estimated $122K sold.

Oxler Private Wealth first reported a position in DTD in Q4 2020 and held it in 3 quarters. The position peaked at $129K in Q2 2022. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

  • Oxler Private Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 2,246 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $122K.
  • Oxler Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's WisdomTree US Total Dividend Fund position peaked at $129K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.