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Realta Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Realta Investment Advisors’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
-200
Closed -$11K – 853
2022
Q3 		$11K Buy
+200
New +$11.9K ﹤0.01% 680

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

Realta Investment Advisors's DTD Position: Q4 2022 in Review

Realta Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Realta Investment Advisors first reported a position in DTD in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

  • Realta Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 200 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $11K.
  • Realta Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $11K in Q3 2022.
  • 180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.