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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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.