SIC
DTD icon

Salem Investment Counselors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Salem Investment Counselors’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
2023
Q4 		– Sell
-21
Closed -$1.26K – 1120
2023
Q3 		$1.26K Hold
21
– – ﹤0.01% 1012
2023
Q2 		$1.3K Buy
+21
New +$1.27K ﹤0.01% 1044

Other funds holding DTD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Salem Investment Counselors's DTD Position: Q4 2023 in Review

Salem Investment Counselors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2023, closing a stake of 21 shares — an estimated $1.26K sold.

Salem Investment Counselors first reported a position in DTD in Q2 2023 and held it in 2 quarters. The position peaked at $1.3K in Q2 2023. 175 funds tracked by Wall St. Rank hold DTD as of Q4 2023.

  • Salem Investment Counselors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 21 WisdomTree US Total Dividend Fund shares in Q4 2023, an estimated $1.26K.
  • Salem Investment Counselors first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 2 quarters.
  • Salem Investment Counselors's WisdomTree US Total Dividend Fund position peaked at $1.3K in Q2 2023.
  • 175 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.