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SageView Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

SageView Advisory 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
2024
Q1 		– Sell
-3,405
Closed -$227K – 572
2023
Q4 		$227K Sell
3,405
-1,814
-35% -$112K 0.01% 586
2023
Q3 		$314K Sell
5,219
-2,917
-36% -$182K 0.02% 414
2023
Q2 		$505K Buy
+8,136
New +$493K 0.03% 352

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SageView Advisory Group's DTD Position: Q1 2024 in Review

SageView Advisory Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2024, closing a stake of 3,405 shares — an estimated $227K sold.

SageView Advisory Group first reported a position in DTD in Q2 2023 and held it in 3 quarters. The position peaked at $505K in Q2 2023. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

  • SageView Advisory Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 3,405 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $227K.
  • SageView Advisory Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's WisdomTree US Total Dividend Fund position peaked at $505K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.