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

TRUE Private 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
2024 Q1	–	Sell	-3,787	Closed	-$248K	–	290
2023 Q4	$248K	Hold	3,787	–	–	0.03%	242
2023 Q3	$228K	Hold	3,787	–	–	0.03%	236
2023 Q2	$235K	Hold	3,787	–	–	0.03%	208
2023 Q1	$229K	Hold	3,787	–	–	0.03%	200
2022 Q4	$230K	Buy	3,787 +1	+0%	+$60	0.04%	200
2022 Q3	$205K	Hold	3,786	–	–	0.03%	201
2022 Q2	$219K	Hold	3,786	–	–	0.03%	207
2022 Q1	$241K	Hold	3,786	–	–	0.03%	208
2021 Q4	$245K	Hold	3,786	–	–	0.03%	227
2021 Q3	$222K	Hold	3,786	–	–	0.03%	217
2021 Q2	$224K	Hold	3,786	–	–	0.03%	210
2021 Q1	$214K	Hold	3,786	–	–	0.03%	216
2020 Q4	$198K	Hold	3,786	–	–	0.03%	199
2020 Q3	$177K	Hold	3,786	–	–	0.03%	194
2020 Q2	$170K	Hold	3,786	–	–	0.03%	188
2020 Q1	$148K	Hold	3,786	–	–	0.03%	161
2019 Q4	$199K	Buy	+3,786	New	+$193K	0.03%	216
2019 Q3	–	Sell	-3,786	Closed	-$183K	–	356
2019 Q2	$183K	Buy	+3,786	New	+$181K	0.03%	203
2018 Q4	–	Sell	-3,786	Closed	-$182K	–	414
2018 Q3	$182K	Buy	+3,786	New	+$179K	0.03%	273

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

TRUE Private Wealth Advisors's DTD Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2024, closing a stake of 3,787 shares — an estimated $248K sold.

TRUE Private Wealth Advisors first reported a position in DTD in Q3 2018 and held it in 19 quarters. The position peaked at $248K in Q4 2023. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

TRUE Private Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,787 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $248K.
TRUE Private Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and held it in 19 quarters.
TRUE Private Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $248K in Q4 2023.
186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.