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

Baker Tilly 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
2024 Q3	–	Sell	-3,286	Closed	-$233K	–	246
2024 Q2	$233K	Sell	3,286 -2,580	-44%	-$180K	0.1%	239
2024 Q1	$415K	Sell	5,866 -1,350	-19%	-$90.8K	0.08%	293
2023 Q4	$472K	Hold	7,216	–	–	0.08%	291
2023 Q3	$434K	Hold	7,216	–	–	0.07%	291
2023 Q2	$448K	Hold	7,216	–	–	0.05%	366
2023 Q1	$437K	Hold	7,216	–	–	0.05%	369
2022 Q4	$438K	Sell	7,216 -150	-2%	-$9K	0.05%	358
2022 Q3	$400K	Hold	7,366	–	–	0.05%	349
2022 Q2	$427K	Hold	7,366	–	–	0.06%	344
2022 Q1	$476K	Hold	7,366	–	–	0.05%	358
2021 Q4	$477K	Sell	7,366 -230	-3%	-$14.3K	0.05%	360
2021 Q3	$446K	Hold	7,596	–	–	0.06%	343
2021 Q2	$450K	Buy	7,596 +840	+12%	+$49.4K	0.07%	302
2021 Q1	$382K	Sell	6,756 -530	-7%	-$28.7K	0.08%	299
2020 Q4	$382K	Buy	+7,286	New	+$363K	0.12%	193

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baker Tilly Wealth Management's DTD Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 3,286 shares — an estimated $233K sold.

Baker Tilly Wealth Management first reported a position in DTD in Q4 2020 and held it in 15 quarters. The position peaked at $477K in Q4 2021. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

Baker Tilly Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,286 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $233K.
Baker Tilly Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2020 and held it in 15 quarters.
Baker Tilly Wealth Management's WisdomTree US Total Dividend Fund position peaked at $477K in Q4 2021.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.