Patriot Financial Group Insurance Agency’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,347	Closed	-$78K	–	809
2022 Q2	$78K	Buy	1,347 +1,239	+1,147%	+$76.4K	0.02%	606
2022 Q1	$7K	Hold	108	–	–	﹤0.01%	1484
2021 Q4	$7K	Hold	108	–	–	﹤0.01%	1600
2021 Q3	$6K	Hold	108	–	–	﹤0.01%	1635
2021 Q2	$6K	Sell	108 -668	-86%	-$39.3K	﹤0.01%	1583
2021 Q1	$44K	Sell	776 -2,710	-78%	-$147K	0.01%	804
2020 Q4	$183K	Sell	3,486 -866	-20%	-$43.2K	0.05%	366
2020 Q3	$204K	Sell	4,352 -716	-14%	-$33.7K	0.07%	264
2020 Q2	$228K	Sell	5,068 -70	-1%	-$3.05K	0.09%	213
2020 Q1	$201K	Buy	+5,138	New	+$249K	0.09%	210
2018 Q4	–	Sell	-50	Closed	-$2K	–	1009
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	844
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	535
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	861
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	856
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	830
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	827
2017 Q1	$2K	Buy	+50	New	+$2.08K	﹤0.01%	753

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DTD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 1,347 shares — an estimated $78K sold.

Patriot Financial Group Insurance Agency first reported a position in DTD in Q1 2017 and held it in 17 quarters. The position peaked at $228K in Q2 2020. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,347 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $78K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and held it in 17 quarters.
Patriot Financial Group Insurance Agency's WisdomTree US Total Dividend Fund position peaked at $228K in Q2 2020.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.