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Roosevelt Investment Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Roosevelt Investment Group’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
2020
Q4 		– Sell
-4,814
Closed -$226K – 223
2020
Q3 		$226K Buy
+4,814
New +$226K 0.02% 196

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Roosevelt Investment Group's DTD Position: Q4 2020 in Review

Roosevelt Investment Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2020, closing a stake of 4,814 shares — an estimated $226K sold.

Roosevelt Investment Group first reported a position in DTD in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 123 funds tracked by Wall St. Rank hold DTD as of Q4 2020.

  • Roosevelt Investment Group reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 4,814 WisdomTree US Total Dividend Fund shares in Q4 2020, an estimated $226K.
  • Roosevelt Investment Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Roosevelt Investment Group's WisdomTree US Total Dividend Fund position peaked at $226K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2020.

Based on Roosevelt Investment Group's 13F filing for Q4 2020, filed 12 Feb 2021.