Pathstone Family Office’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pathstone Family Office’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 Q3	$3.74M	Buy	+62,211	New	+$3.89M	0.03%	333

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Pathstone Family Office's DTD Position: Q3 2023 in Review

Pathstone Family Office opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2023: 62,211 shares worth $3.74M. The stake represents 0.03% of the portfolio and ranks #333 among its holdings.

174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

Pathstone Family Office held 62,211 shares of WisdomTree US Total Dividend Fund worth $3.74M as of Q3 2023.
WisdomTree US Total Dividend Fund was a new Pathstone Family Office position in Q3 2023.
WisdomTree US Total Dividend Fund made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #333 holding.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.