Vigilant Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Vigilant Capital Management’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 Q2	–	Sell	-773	Closed	-$50K	–	586
2022 Q1	$50K	Buy	+773	New	+$49.2K	﹤0.01%	293
2021 Q4	–	Sell	-270	Closed	-$16K	–	663
2021 Q3	$16K	Buy	+270	New	+$16.3K	﹤0.01%	392

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Vigilant Capital Management's DTD Position: Q2 2022 in Review

Vigilant Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2022, closing a stake of 773 shares — an estimated $50K sold.

Vigilant Capital Management first reported a position in DTD in Q3 2021 and held it in 2 quarters. The position peaked at $50K in Q1 2022. 165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

Vigilant Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 773 WisdomTree US Total Dividend Fund shares in Q2 2022, an estimated $50K.
Vigilant Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 2 quarters.
Vigilant Capital Management's WisdomTree US Total Dividend Fund position peaked at $50K in Q1 2022.
165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.