Resurgent Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Resurgent Financial 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
2024 Q1	–	Sell	-796	Closed	-$52K	–	268
2023 Q4	$52K	Hold	796	–	–	0.03%	326
2023 Q3	$47.9K	Hold	796	–	–	0.03%	335
2023 Q2	$49.4K	Hold	796	–	–	0.03%	330
2023 Q1	$48.2K	Hold	796	–	–	0.03%	335
2022 Q4	$48.3K	Buy	+796	New	+$47.8K	0.03%	429

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

CAN

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

CWM

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

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

Resurgent Financial Advisors's DTD Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2024, closing a stake of 796 shares — an estimated $52K sold.

Resurgent Financial Advisors first reported a position in DTD in Q4 2022 and held it in 5 quarters. The position peaked at $52K in Q4 2023. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 796 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $52K.
Resurgent Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $52K in Q4 2023.
186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.