TRUADVICE’s WisdomTree US Total Dividend Fund DTD Stock Holding History

TRUADVICE’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 Q3	$546K	Buy	+9,046	New	+$565K	0.21%	120
2021 Q3	–	Sell	-4,764	Closed	-$287K	–	173
2021 Q2	$287K	Buy	4,764 +1,078	+29%	+$63.4K	0.06%	248
2021 Q1	$216K	Sell	3,686 -66,912	-95%	-$3.62M	0.06%	262
2020 Q4	$3.71M	Sell	70,598 -5,172	-7%	-$258K	1.13%	20
2020 Q3	$3.63M	Buy	+75,770	New	+$3.56M	1.48%	16

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

VPP

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

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

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

TRUADVICE's DTD Position: Q3 2023 in Review

TRUADVICE opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2023: 9,046 shares worth $546K. The stake represents 0.21% of the portfolio and ranks #120 among its holdings. This is a return to the name: TRUADVICE previously reported a position in DTD as recently as Q2 2021.

TRUADVICE first reported a position in DTD in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.71M in Q4 2020. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

TRUADVICE held 9,046 shares of WisdomTree US Total Dividend Fund worth $546K as of Q3 2023.
WisdomTree US Total Dividend Fund was a new TRUADVICE position in Q3 2023.
WisdomTree US Total Dividend Fund made up 0.21% of TRUADVICE's portfolio in Q3 2023, its #120 holding.
TRUADVICE first reported a position in WisdomTree US Total Dividend Fund in Q3 2020 and has held it in 5 quarters since.
TRUADVICE's WisdomTree US Total Dividend Fund position peaked at $3.71M in Q4 2020.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.