Sowell Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sowell 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
2024 Q4	–	Sell	-14,659	Closed	-$1.12M	–	527
2024 Q3	$1.12M	Buy	14,659 +78	+0.5%	+$5.74K	0.05%	324
2024 Q2	$1.03M	Sell	14,581 -782	-5%	-$54.4K	0.05%	325
2024 Q1	$1.09M	Buy	+15,363	New	+$1.03M	0.05%	331
2022 Q1	–	Sell	-18,733	Closed	-$1.21M	–	236
2021 Q4	$1.21M	Buy	+18,733	New	+$1.17M	0.07%	296
2021 Q2	–	Sell	-1,544	Closed	-$92K	–	1098
2021 Q1	$92K	Hold	1,544	–	–	﹤0.01%	1402
2020 Q4	$81K	Buy	1,544 +676	+78%	+$33.7K	﹤0.01%	1228
2020 Q3	$41K	Hold	868	–	–	﹤0.01%	1284
2020 Q2	$39K	Hold	868	–	–	﹤0.01%	1243
2020 Q1	$34K	Buy	+868	New	+$42.1K	﹤0.01%	1181
2018 Q4	–	Sell	-98,528	Closed	-$1.7M	–	475
2018 Q3	$1.7M	Buy	+98,528	New	+$4.67M	0.25%	79

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sowell Financial Services's DTD Position: Q4 2024 in Review

Sowell Financial Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2024, closing a stake of 14,659 shares — an estimated $1.12M sold.

Sowell Financial Services first reported a position in DTD in Q3 2018 and held it in 10 quarters. The position peaked at $1.7M in Q3 2018. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

Sowell Financial Services reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 14,659 WisdomTree US Total Dividend Fund shares in Q4 2024, an estimated $1.12M.
Sowell Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's WisdomTree US Total Dividend Fund position peaked at $1.7M in Q3 2018.
197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.