Weaver Consulting Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Weaver Consulting Group’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
2020 Q2	–	Sell	-440	Closed	-$17K	–	953
2020 Q1	$17K	Hold	440	–	–	0.01%	351
2019 Q4	$22K	Hold	440	–	–	0.01%	347
2019 Q3	$22K	Hold	440	–	–	0.01%	333
2019 Q2	$21K	Hold	440	–	–	0.01%	334
2019 Q1	$21K	Buy	+440	New	+$20.2K	0.01%	717

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Weaver Consulting Group's DTD Position: Q2 2020 in Review

Weaver Consulting Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 440 shares — an estimated $17K sold.

Weaver Consulting Group first reported a position in DTD in Q1 2019 and held it in 5 quarters. The position peaked at $22K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Weaver Consulting Group reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
Weaver Consulting Group sold 440 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $17K.
Weaver Consulting Group first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and held it in 5 quarters.
Weaver Consulting Group's WisdomTree US Total Dividend Fund position peaked at $22K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Weaver Consulting Group's 13F filing for Q2 2020, filed 24 Jul 2020.