Waldron Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Waldron Private Wealth’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	-4,184	Closed	-$260K	–	386
2023 Q2	$260K	Hold	4,184	–	–	0.01%	315
2023 Q1	$254K	Hold	4,184	–	–	0.01%	351
2022 Q4	$227K	Hold	4,184	–	–	0.01%	338
2022 Q3	$227K	Hold	4,184	–	–	0.01%	340
2022 Q2	$242K	Hold	4,184	–	–	0.01%	335
2022 Q1	$270K	Hold	4,184	–	–	0.01%	336
2021 Q4	$270K	Hold	4,184	–	–	0.01%	324
2021 Q3	$245K	Buy	+4,184	New	+$253K	0.01%	319

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

Waldron Private Wealth's DTD Position: Q3 2023 in Review

Waldron Private Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 4,184 shares — an estimated $260K sold.

Waldron Private Wealth first reported a position in DTD in Q3 2021 and held it in 8 quarters. The position peaked at $270K in Q1 2022. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

Waldron Private Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
Waldron Private Wealth sold 4,184 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $260K.
Waldron Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 8 quarters.
Waldron Private Wealth's WisdomTree US Total Dividend Fund position peaked at $270K in Q1 2022.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Waldron Private Wealth's 13F filing for Q3 2023, filed 26 Oct 2023.