Thrivent Financial for Lutherans
DTD icon

Thrivent Financial for Lutherans’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Thrivent Financial for Lutherans’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
2021
Q1 		– Hold
0
– – – 1738
2020
Q4 		– Hold
0
– – – 1557
2017
Q4 		– Sell
-50
Closed -$2K – 2084
2017
Q3 		$2K Buy
+50
New +$2.15K ﹤0.01% 2285

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
6F
626 Financial Portage, Michigan $224M AUM 17.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans's DTD Position: Q1 2021 in Review

Thrivent Financial for Lutherans held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2021 at 0 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Thrivent Financial for Lutherans first reported a position in DTD in Q3 2017 and has held it in 1 quarter since. The position peaked at $2K in Q3 2017. 128 funds tracked by Wall St. Rank hold DTD as of Q1 2021.

  • Thrivent Financial for Lutherans held 0 shares of WisdomTree US Total Dividend Fund worth $1.25M as of Q1 2021.
  • Thrivent Financial for Lutherans left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2021.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2021, its #1738 holding.
  • Thrivent Financial for Lutherans first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and has held it in 1 quarter since.
  • Thrivent Financial for Lutherans's WisdomTree US Total Dividend Fund position peaked at $2K in Q3 2017.
  • 128 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2021.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2021, filed 17 May 2021.