VVP
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Venture Visionary Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-304
Closed -$17.6K – 757
2022
Q2 		$17.6K Buy
+304
New +$18.8K ﹤0.01% 1057

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Venture Visionary Partners's DTD Position: Q3 2022 in Review

Venture Visionary Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 304 shares — an estimated $17.6K sold.

Venture Visionary Partners first reported a position in DTD in Q2 2022 and held it in 1 quarter. The position peaked at $17.6K in Q2 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

  • Venture Visionary Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 304 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $17.6K.
  • Venture Visionary Partners first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's WisdomTree US Total Dividend Fund position peaked at $17.6K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.