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

Riggs 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
2024 Q4	$227K	Buy	+2,987	New	+$233K	0.22%	96

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Riggs Capital Management's DTD Position: Q4 2024 in Review

Riggs Capital Management opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q4 2024: 2,987 shares worth $227K. The stake represents 0.22% of the portfolio and ranks #96 among its holdings.

197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

Riggs Capital Management held 2,987 shares of WisdomTree US Total Dividend Fund worth $227K as of Q4 2024.
WisdomTree US Total Dividend Fund was a new Riggs Capital Management position in Q4 2024.
WisdomTree US Total Dividend Fund made up 0.22% of Riggs Capital Management's portfolio in Q4 2024, its #96 holding.
197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.