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

RegentAtlantic Capital’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	$2.03M	Hold	37,424	–	–	0.06%	208
2022 Q2	$2.17M	Hold	37,424	–	–	0.07%	199
2022 Q1	$2.42M	Hold	37,424	–	–	0.07%	200
2021 Q4	$2.42M	Hold	37,424	–	–	0.07%	196
2021 Q3	$2.2M	Hold	37,424	–	–	0.07%	197
2021 Q2	$2.22M	Hold	37,424	–	–	0.07%	194
2021 Q1	$2.12M	Hold	37,424	–	–	0.07%	183
2020 Q4	$1.96M	Hold	37,424	–	–	0.08%	173
2020 Q3	$1.76M	Buy	+37,424	New	+$1.76M	0.08%	173

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 $2.39B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RegentAtlantic Capital's DTD Position: Q3 2022 in Review

RegentAtlantic Capital held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2022 at 37,424 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #208.

RegentAtlantic Capital first reported a position in DTD in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.42M in Q4 2021. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

RegentAtlantic Capital held 37,424 shares of WisdomTree US Total Dividend Fund worth $2.03M as of Q3 2022.
RegentAtlantic Capital left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2022.
WisdomTree US Total Dividend Fund made up 0.06% of RegentAtlantic Capital's portfolio in Q3 2022, its #208 holding.
RegentAtlantic Capital first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and has held it in 9 quarters since.
RegentAtlantic Capital's WisdomTree US Total Dividend Fund position peaked at $2.42M in Q4 2021.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.