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Stratos Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Stratos Wealth Advisors’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
Q2 		– Sell
-702
Closed -$28K – 282
2020
Q1 		$28K Buy
+702
New +$34K 0.02% 206

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stratos Wealth Advisors's DTD Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 702 shares — an estimated $28K sold.

Stratos Wealth Advisors first reported a position in DTD in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 702 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $28K.
  • Stratos Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $28K in Q1 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.