Quest Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Quest Capital Management’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
2021 Q4	$440K	Buy	6,800 +3,400	+100%	+$212K	0.08%	171
2021 Q3	$200K	Hold	3,400	–	–	0.04%	287
2021 Q2	$201K	Buy	+3,400	New	+$200K	0.04%	281
2021 Q1	–	Sell	-6,800	Closed	-$356K	–	266
2020 Q4	$356K	Hold	6,800	–	–	0.08%	150
2020 Q3	$319K	Hold	6,800	–	–	0.09%	147
2020 Q2	$306K	Hold	6,800	–	–	0.09%	138
2020 Q1	$266K	Hold	6,800	–	–	0.09%	134
2019 Q4	$359K	Hold	6,800	–	–	0.09%	131
2019 Q3	$337K	Hold	6,800	–	–	0.08%	139
2019 Q2	$330K	Hold	6,800	–	–	0.08%	137
2019 Q1	$322K	Hold	6,800	–	–	0.08%	141
2018 Q4	$288K	Buy	+6,800	New	+$309K	0.08%	98

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

CAN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quest Capital Management's DTD Position: Q4 2021 in Review

Quest Capital Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 100% in Q4 2021, buying an estimated $212K and bringing the position to 6,800 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #171.

Quest Capital Management first reported a position in DTD in Q4 2018 and has held it in 12 quarters since. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

Quest Capital Management held 6,800 shares of WisdomTree US Total Dividend Fund worth $440K as of Q4 2021.
Quest Capital Management bought 3,400 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $212K.
WisdomTree US Total Dividend Fund made up 0.08% of Quest Capital Management's portfolio in Q4 2021, its #171 holding.
Quest Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and has held it in 12 quarters since.
151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.