Vontobel Holding
DTD icon

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

Vontobel Holding’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
2021
Q2 		– Sell
-1,400
Closed -$79K – 1149
2021
Q1 		$79K Hold
1,400
– – ﹤0.01% 957
2020
Q4 		$73K Buy
+1,400
New +$69.8K ﹤0.01% 944

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vontobel Holding's DTD Position: Q2 2021 in Review

Vontobel Holding sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2021, closing a stake of 1,400 shares — an estimated $79K sold.

Vontobel Holding first reported a position in DTD in Q4 2020 and held it in 2 quarters. The position peaked at $79K in Q1 2021. 132 funds tracked by Wall St. Rank hold DTD as of Q2 2021.

  • Vontobel Holding reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Vontobel Holding sold 1,400 WisdomTree US Total Dividend Fund shares in Q2 2021, an estimated $79K.
  • Vontobel Holding first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 2 quarters.
  • Vontobel Holding's WisdomTree US Total Dividend Fund position peaked at $79K in Q1 2021.
  • 132 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2021.

Based on Vontobel Holding's 13F filing for Q2 2021, filed 6 Aug 2021.