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

Addison 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
2023 Q1	–	Sell	-240	Closed	-$14.6K	–	670
2022 Q4	$14.6K	Hold	240	–	–	0.01%	407
2022 Q3	$13K	Hold	240	–	–	0.01%	410
2022 Q2	$14K	Hold	240	–	–	0.01%	397
2022 Q1	$15K	Hold	240	–	–	0.01%	427
2021 Q4	$16K	Hold	240	–	–	0.01%	361
2021 Q3	$14K	Hold	240	–	–	0.01%	285
2021 Q2	$14K	Buy	+240	New	+$14.1K	0.01%	282
2020 Q4	$16K	Buy	+304	New	+$15.2K	0.02%	257

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Addison Advisors's DTD Position: Q1 2023 in Review

Addison Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 240 shares — an estimated $14.6K sold.

Addison Advisors first reported a position in DTD in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Addison Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 240 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $14.6K.
Addison Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 8 quarters.
Addison Advisors's WisdomTree US Total Dividend Fund position peaked at $16K in Q4 2021.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.