SMG
DTD icon

Smart Money Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Smart Money 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
-249,392
Closed -$11.7M – 62
2020
Q3 		$11.7M Buy
249,392
+122,728
+97% +$5.77M 5.05% 3
2020
Q2 		$5.71M Buy
126,664
+20,908
+20% +$910K 3.38% 7
2020
Q1 		$4.14M Buy
+105,756
New +$5.13M 2.91% 8

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

Smart Money Group's DTD Position: Q4 2020 in Review

Smart Money Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2020, closing a stake of 249,392 shares — an estimated $11.7M sold.

Smart Money Group first reported a position in DTD in Q1 2020 and held it in 3 quarters. The position peaked at $11.7M in Q3 2020. 123 funds tracked by Wall St. Rank hold DTD as of Q4 2020.

  • Smart Money Group reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 249,392 WisdomTree US Total Dividend Fund shares in Q4 2020, an estimated $11.7M.
  • Smart Money Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and held it in 3 quarters.
  • Smart Money Group's WisdomTree US Total Dividend Fund position peaked at $11.7M in Q3 2020.
  • 123 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.