Bingham Osborn & Scarborough’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-4,124	Closed	-$242K	–	44
2021 Q3	$242K	Hold	4,124	–	–	0.02%	139
2021 Q2	$244K	Hold	4,124	–	–	0.02%	140
2021 Q1	$233K	Hold	4,124	–	–	0.02%	132
2020 Q4	$216K	Buy	+4,124	New	+$206K	0.02%	126
2020 Q1	–	Sell	-4,124	Closed	-$218K	–	151
2019 Q4	$218K	Hold	4,124	–	–	0.02%	156
2019 Q3	$204K	Hold	4,124	–	–	0.02%	149
2019 Q2	$200K	Sell	4,124 -3,400	-45%	-$163K	0.02%	144
2019 Q1	$356K	Hold	7,524	–	–	0.03%	104
2018 Q4	$318K	Hold	7,524	–	–	0.03%	103
2018 Q3	$361K	Hold	7,524	–	–	0.03%	102
2018 Q2	$343K	Hold	7,524	–	–	0.03%	99
2018 Q1	$335K	Hold	7,524	–	–	0.03%	101
2017 Q4	$350K	Buy	+7,524	New	+$340K	0.03%	96

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bingham Osborn & Scarborough's DTD Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2021, closing a stake of 4,124 shares — an estimated $242K sold.

Bingham Osborn & Scarborough first reported a position in DTD in Q4 2017 and held it in 13 quarters. The position peaked at $361K in Q3 2018. 151 funds tracked by Wall St. Rank hold DTD as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 4,124 WisdomTree US Total Dividend Fund shares in Q4 2021, an estimated $242K.
Bingham Osborn & Scarborough first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 13 quarters.
Bingham Osborn & Scarborough's WisdomTree US Total Dividend Fund position peaked at $361K in Q3 2018.
151 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.