SPWM
DTD icon

Schrum Private Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Schrum Private Wealth 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 		– Sell
-4,000
Closed -$307K – 137
2024
Q3 		$307K Buy
+4,000
New +$294K 0.16% 129

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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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

Schrum Private Wealth Management's DTD Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2024, closing a stake of 4,000 shares — an estimated $307K sold.

Schrum Private Wealth Management first reported a position in DTD in Q3 2024 and held it in 1 quarter. The position peaked at $307K in Q3 2024. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,000 WisdomTree US Total Dividend Fund shares in Q4 2024, an estimated $307K.
  • Schrum Private Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's WisdomTree US Total Dividend Fund position peaked at $307K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.