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

V 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
2023 Q3	–	Sell	-5,495	Closed	-$341K	–	174
2023 Q2	$341K	Buy	5,495 +24	+0.4%	+$1.45K	0.06%	267
2023 Q1	$331K	Buy	5,471 +23	+0.4%	+$1.41K	0.06%	267
2022 Q4	$330K	Sell	5,448 -2,033	-27%	-$122K	0.07%	262
2022 Q3	$406K	Buy	7,481 +10	+0.1%	+$596	0.08%	230
2022 Q2	$433K	Buy	7,471 +46	+0.6%	+$2.84K	0.08%	240
2022 Q1	$479K	Buy	7,425 +22	+0.3%	+$1.4K	0.08%	251
2021 Q4	$479K	Buy	7,403 +37	+0.5%	+$2.3K	0.07%	266
2021 Q3	$432K	Buy	7,366 +124	+2%	+$7.5K	0.07%	291
2021 Q2	$429K	Buy	7,242 +32	+0.4%	+$1.88K	0.07%	305
2021 Q1	$407K	Buy	7,210 +100	+1%	+$5.41K	0.07%	289
2020 Q4	$373K	Buy	+7,110	New	+$354K	0.08%	264
2020 Q3	–	Sell	-9,826	Closed	-$443K	–	206
2020 Q2	$443K	Buy	+9,826	New	+$428K	0.12%	201

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

V Wealth Advisors's DTD Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 5,495 shares — an estimated $341K sold.

V Wealth Advisors first reported a position in DTD in Q2 2020 and held it in 12 quarters. The position peaked at $479K in Q1 2022. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

V Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,495 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $341K.
V Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2020 and held it in 12 quarters.
V Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $479K in Q1 2022.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.