1834 Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-255	Closed	-$15K	–	263
2022 Q2	$15K	Hold	255	–	–	﹤0.01%	354
2022 Q1	$16K	Sell	255 -225	-47%	-$14.3K	﹤0.01%	321
2021 Q4	$31K	Sell	480 -160	-25%	-$9.96K	﹤0.01%	293
2021 Q3	$38K	Hold	640	–	–	﹤0.01%	285
2021 Q2	$38K	Hold	640	–	–	﹤0.01%	288
2021 Q1	$36K	Hold	640	–	–	﹤0.01%	285
2020 Q4	$34K	Hold	640	–	–	﹤0.01%	283
2020 Q3	$30K	Hold	640	–	–	﹤0.01%	286
2020 Q2	$29K	Hold	640	–	–	﹤0.01%	272
2020 Q1	$25K	Hold	640	–	–	﹤0.01%	288
2019 Q4	$34K	Buy	+640	New	+$32.6K	0.01%	295

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

1834 Investment Advisors's DTD Position: Q3 2022 in Review

1834 Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2022, closing a stake of 255 shares — an estimated $15K sold.

1834 Investment Advisors first reported a position in DTD in Q4 2019 and held it in 11 quarters. The position peaked at $38K in Q3 2021. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

1834 Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 255 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $15K.
1834 Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and held it in 11 quarters.
1834 Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $38K in Q3 2021.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.