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

Tradition 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
2023 Q4	–	Sell	-57	Closed	-$3K	–	1292
2023 Q3	$3K	Hold	57	–	–	﹤0.01%	1291
2023 Q2	$4K	Buy	+57	New	+$3.45K	﹤0.01%	1259

Other funds holding DTD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

Tradition Wealth Management's DTD Position: Q4 2023 in Review

Tradition Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2023, closing a stake of 57 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in DTD in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2023. 175 funds tracked by Wall St. Rank hold DTD as of Q4 2023.

Tradition Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 57 WisdomTree US Total Dividend Fund shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's WisdomTree US Total Dividend Fund position peaked at $4K in Q2 2023.
175 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.