Plante Moran Financial Advisors’s Defiance S&P 500 Weekly Distribution ETF WDTE Stock Holding History

Plante Moran Financial Advisors’s Portfolio WDTE Stock Details WDTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-172	Closed	-$9.11K	–	901
2024 Q1	$9.11K	Buy	+172	New	+$9.18K	﹤0.01%	618

Other funds holding WDTE

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's WDTE Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Defiance S&P 500 Weekly Distribution ETF (WDTE) in Q2 2024, closing a stake of 172 shares — an estimated $9.11K sold.

Plante Moran Financial Advisors first reported a position in WDTE in Q1 2024 and held it in 1 quarter. The position peaked at $9.11K in Q1 2024. 10 funds tracked by Wall St. Rank hold WDTE as of Q2 2024.

Plante Moran Financial Advisors reported no remaining Defiance S&P 500 Weekly Distribution ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 172 Defiance S&P 500 Weekly Distribution ETF shares in Q2 2024, an estimated $9.11K.
Plante Moran Financial Advisors first reported a position in Defiance S&P 500 Weekly Distribution ETF in Q1 2024 and held it in 1 quarter.
Plante Moran Financial Advisors's Defiance S&P 500 Weekly Distribution ETF position peaked at $9.11K in Q1 2024.
10 funds tracked by Wall St. Rank held Defiance S&P 500 Weekly Distribution ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.