Wealthcare Advisory Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wealthcare Advisory Partners’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	-1,864	Closed	-$105K	–	872
2021 Q1	$105K	Buy	+1,864	New	+$101K	0.01%	651
2020 Q2	–	Sell	-1,022	Closed	-$40K	–	572
2020 Q1	$40K	Hold	1,022	–	–	0.01%	555
2019 Q4	$54K	Hold	1,022	–	–	0.01%	529
2019 Q3	$51K	Hold	1,022	–	–	0.01%	529
2019 Q2	$50K	Hold	1,022	–	–	0.01%	503
2019 Q1	$48K	Hold	1,022	–	–	0.01%	476
2018 Q4	$43K	Hold	1,022	–	–	0.01%	459
2018 Q3	$49K	Hold	1,022	–	–	0.01%	474
2018 Q2	$47K	Hold	1,022	–	–	0.01%	475
2018 Q1	$46K	Hold	1,022	–	–	0.01%	412
2017 Q4	$47K	Buy	1,022 +400	+64%	+$18.1K	0.01%	383
2017 Q3	$27K	Buy	+622	New	+$26.8K	0.01%	384

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthcare Advisory Partners's DTD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2021, closing a stake of 1,864 shares — an estimated $105K sold.

Wealthcare Advisory Partners first reported a position in DTD in Q3 2017 and held it in 12 quarters. The position peaked at $105K in Q1 2021. 132 funds tracked by Wall St. Rank hold DTD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,864 WisdomTree US Total Dividend Fund shares in Q2 2021, an estimated $105K.
Wealthcare Advisory Partners first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's WisdomTree US Total Dividend Fund position peaked at $105K in Q1 2021.
132 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.