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

Arrow 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
2023 Q1	–	Sell	-114,024	Closed	-$6.92M	–	72
2022 Q4	$6.92M	Sell	114,024 -8,315	-7%	-$499K	4.86%	5
2022 Q3	$6.64M	Buy	122,339 +26,912	+28%	+$1.6M	5.13%	5
2022 Q2	$5.53M	Buy	95,427 +19,097	+25%	+$1.18M	4.42%	7
2022 Q1	$4.93M	Buy	+76,330	New	+$4.86M	3.65%	10
2015 Q2	–	Sell	-635,674	Closed	-$23.6M	–	79
2015 Q1	$23.6M	Buy	635,674 +14,852	+2%	+$554K	4.34%	12
2014 Q4	$23.2M	Sell	620,822 -3,378	-0.5%	-$123K	4.43%	11
2014 Q3	$22.3M	Buy	+624,200	New	+$22.4M	4.03%	9

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $94.2B AUM 21.24% 1-Year Est. Return

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

Arrow Investment Advisors's DTD Position: Q1 2023 in Review

Arrow Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 114,024 shares — an estimated $6.92M sold.

Arrow Investment Advisors first reported a position in DTD in Q3 2014 and held it in 7 quarters. The position peaked at $23.6M in Q1 2015. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Arrow Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Arrow Investment Advisors sold 114,024 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $6.92M.
Arrow Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2014 and held it in 7 quarters.
Arrow Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $23.6M in Q1 2015.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Arrow Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.