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

US Bancorp’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 Q2	–	Sell	-100	Closed	-$7.07K	–	4004
2024 Q1	$7.07K	Buy	+100	New	+$6.72K	﹤0.01%	3436
2020 Q1	–	Sell	-1,900	Closed	-$100K	–	3701
2019 Q4	$100K	Hold	1,900	–	–	﹤0.01%	2174
2019 Q3	$94K	Sell	1,900 -1,900	-50%	-$92.6K	﹤0.01%	2183
2019 Q2	$185K	Hold	3,800	–	–	﹤0.01%	1868
2019 Q1	$180K	Hold	3,800	–	–	﹤0.01%	1865
2018 Q4	$161K	Hold	3,800	–	–	﹤0.01%	1874
2018 Q3	$182K	Hold	3,800	–	–	﹤0.01%	1912
2018 Q2	$173K	Hold	3,800	–	–	﹤0.01%	1936
2018 Q1	$169K	Hold	3,800	–	–	﹤0.01%	1960
2017 Q4	$177K	Hold	3,800	–	–	﹤0.01%	1945
2017 Q3	$167K	Hold	3,800	–	–	﹤0.01%	1953
2017 Q2	$162K	Hold	3,800	–	–	﹤0.01%	1942
2017 Q1	$160K	Hold	3,800	–	–	﹤0.01%	1931
2016 Q4	$154K	Hold	3,800	–	–	﹤0.01%	1906
2016 Q3	$148K	Hold	3,800	–	–	﹤0.01%	1890
2016 Q2	$146K	Hold	3,800	–	–	﹤0.01%	1828
2016 Q1	$141K	Hold	3,800	–	–	﹤0.01%	1837
2015 Q4	$136K	Hold	3,800	–	–	﹤0.01%	1888
2015 Q3	$129K	Hold	3,800	–	–	﹤0.01%	1931
2015 Q2	$139K	Hold	3,800	–	–	﹤0.01%	1944
2015 Q1	$141K	Hold	3,800	–	–	﹤0.01%	1950
2014 Q4	$142K	Hold	3,800	–	–	﹤0.01%	1936
2014 Q3	$136K	Hold	3,800	–	–	﹤0.01%	1949
2014 Q2	$136K	Hold	3,800	–	–	﹤0.01%	1980
2014 Q1	$130K	Hold	3,800	–	–	﹤0.01%	1981
2013 Q4	$128K	Sell	3,800 -3,100	-45%	-$101K	﹤0.01%	1971
2013 Q3	$213K	Sell	6,900 -400	-5%	-$12.4K	﹤0.01%	1659
2013 Q2	$220K	Buy	+7,300	New	+$222K	﹤0.01%	1587

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

US Bancorp's DTD Position: Q2 2024 in Review

US Bancorp sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2024, closing a stake of 100 shares — an estimated $7.07K sold.

US Bancorp first reported a position in DTD in Q2 2013 and held it in 28 quarters. The position peaked at $220K in Q2 2013. 177 funds tracked by Wall St. Rank hold DTD as of Q2 2024.

US Bancorp reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2024 after selling out during the quarter.
US Bancorp sold 100 WisdomTree US Total Dividend Fund shares in Q2 2024, an estimated $7.07K.
US Bancorp first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 28 quarters.
US Bancorp's WisdomTree US Total Dividend Fund position peaked at $220K in Q2 2013.
177 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2024.

Based on US Bancorp's 13F filing for Q2 2024, filed 7 Aug 2024.