WQ
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Wealth Quarterback’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wealth Quarterback’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
Q3 		$6K Buy
104
+2
+2% +$121 ﹤0.01% 554
2021
Q2 		$7K Buy
+102
New +$6K ﹤0.01% 534

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

Wealth Quarterback's DTD Position: Q3 2021 in Review

Wealth Quarterback increased its WisdomTree US Total Dividend Fund (DTD) stake by 2% in Q3 2021, buying an estimated $121 and bringing the position to 104 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Wealth Quarterback first reported a position in DTD in Q2 2021 and has held it in 2 quarters since. The position peaked at $7K in Q2 2021. 140 funds tracked by Wall St. Rank hold DTD as of Q3 2021.

  • Wealth Quarterback held 104 shares of WisdomTree US Total Dividend Fund worth $6K as of Q3 2021.
  • Wealth Quarterback bought 2 WisdomTree US Total Dividend Fund shares in Q3 2021, an estimated $121.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #554 holding.
  • Wealth Quarterback first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's WisdomTree US Total Dividend Fund position peaked at $7K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.