True Wealth Design’s WisdomTree US Total Dividend Fund DTD Stock Holding History

True Wealth Design’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 Q3	–	Sell	-29,857	Closed	-$2.11M	–	1292
2024 Q2	$2.11M	Sell	29,857 -390	-1%	-$27.1K	0.52%	21
2024 Q1	$2.14M	Sell	30,247 -767	-2%	-$51.6K	0.53%	21
2023 Q4	$2.03M	Sell	31,014 -75	-0.2%	-$4.62K	0.57%	21
2023 Q3	$1.87M	Sell	31,089 -3,223	-9%	-$201K	0.63%	21
2023 Q2	$2.13M	Sell	34,312 -417	-1%	-$25.2K	0.78%	20
2023 Q1	$2.1M	Sell	34,729 -5,263	-13%	-$322K	0.88%	20
2022 Q4	$2.43M	Buy	+39,992	New	+$2.4M	1.12%	18

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

True Wealth Design's DTD Position: Q3 2024 in Review

True Wealth Design sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 29,857 shares — an estimated $2.11M sold.

True Wealth Design first reported a position in DTD in Q4 2022 and held it in 7 quarters. The position peaked at $2.43M in Q4 2022. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

True Wealth Design reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 29,857 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $2.11M.
True Wealth Design first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and held it in 7 quarters.
True Wealth Design's WisdomTree US Total Dividend Fund position peaked at $2.43M in Q4 2022.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.