Windsor Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Windsor Wealth Management’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	-3,400	Closed	-$211K	–	162
2023 Q2	$211K	Hold	3,400	–	–	0.04%	162
2023 Q1	$207K	Hold	3,400	–	–	0.04%	159
2022 Q4	$210K	Buy	+3,400	New	+$204K	0.04%	155
2022 Q2	–	Sell	-6,800	Closed	-$445K	–	179
2022 Q1	$445K	Buy	6,800 +3,400	+100%	+$216K	0.08%	161
2021 Q4	$223K	Hold	3,400	–	–	0.04%	223
2021 Q3	$202K	Hold	3,400	–	–	0.04%	221
2021 Q2	$201K	Buy	+3,400	New	+$200K	0.04%	213

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

Windsor Wealth Management's DTD Position: Q3 2023 in Review

Windsor Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 3,400 shares — an estimated $211K sold.

Windsor Wealth Management first reported a position in DTD in Q2 2021 and held it in 7 quarters. The position peaked at $445K in Q1 2022. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

Windsor Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
Windsor Wealth Management sold 3,400 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $211K.
Windsor Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2021 and held it in 7 quarters.
Windsor Wealth Management's WisdomTree US Total Dividend Fund position peaked at $445K in Q1 2022.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.