TCWM
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Total Clarity Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-4,198
Closed -$243K – 409
2022
Q2 		$243K Buy
+4,198
New +$259K 0.13% 171

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Total Clarity Wealth Management's DTD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 4,198 shares — an estimated $243K sold.

Total Clarity Wealth Management first reported a position in DTD in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 4,198 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $243K.
  • Total Clarity Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's WisdomTree US Total Dividend Fund position peaked at $243K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.