SCFS
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S.C. Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

S.C. Financial Services’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 		$661K Buy
10,901
+170
+2% +$10.2K 1.02% 28
2022
Q3 		$582K Sell
10,731
-523
-5% -$31.1K 0.92% 29
2022
Q2 		$652K Buy
11,254
+6,243
+125% +$385K 1% 28
2022
Q1 		$324K Buy
+5,011
New +$319K 0.42% 80

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

S.C. Financial Services's DTD Position: Q4 2022 in Review

S.C. Financial Services increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.6% in Q4 2022, buying an estimated $10.2K and bringing the position to 10,901 shares worth $661K. The position accounts for 1.02% of the portfolio, ranked #28.

S.C. Financial Services first reported a position in DTD in Q1 2022 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

  • S.C. Financial Services held 10,901 shares of WisdomTree US Total Dividend Fund worth $661K as of Q4 2022.
  • S.C. Financial Services bought 170 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $10.2K.
  • WisdomTree US Total Dividend Fund made up 1.02% of S.C. Financial Services's portfolio in Q4 2022, its #28 holding.
  • S.C. Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.