Brown Miller Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brown Miller 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
2023 Q1	–	Sell	-4,743	Closed	-$288K	–	121
2022 Q4	$288K	Sell	4,743 -1,178	-20%	-$70.7K	0.18%	99
2022 Q3	$321K	Buy	5,921 +70	+1%	+$4.17K	0.23%	83
2022 Q2	$338K	Hold	5,851	–	–	0.23%	85
2022 Q1	$378K	Buy	+5,851	New	+$372K	0.22%	79

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

Brown Miller Wealth Management's DTD Position: Q1 2023 in Review

Brown Miller Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 4,743 shares — an estimated $288K sold.

Brown Miller Wealth Management first reported a position in DTD in Q1 2022 and held it in 4 quarters. The position peaked at $378K in Q1 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Brown Miller Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 4,743 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $288K.
Brown Miller Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and held it in 4 quarters.
Brown Miller Wealth Management's WisdomTree US Total Dividend Fund position peaked at $378K in Q1 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Brown Miller Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.