Hotaling Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Hotaling Investment 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
2022 Q4	$357K	Hold	5,880	–	–	0.16%	86
2022 Q3	$319K	Hold	5,880	–	–	0.15%	88
2022 Q2	$341K	Hold	5,880	–	–	0.15%	97
2022 Q1	$380K	Hold	5,880	–	–	0.15%	95
2021 Q4	$381K	Hold	5,880	–	–	0.13%	97
2021 Q3	$345K	Hold	5,880	–	–	0.14%	94
2021 Q2	$348K	Hold	5,880	–	–	0.14%	95
2021 Q1	$332K	Hold	5,880	–	–	0.15%	94
2020 Q4	$308K	Hold	5,880	–	–	0.14%	93
2020 Q3	$276K	Hold	5,880	–	–	0.15%	91
2020 Q2	$265K	Hold	5,880	–	–	0.15%	93
2020 Q1	$230K	Hold	5,880	–	–	0.17%	88
2019 Q4	$310K	Hold	5,880	–	–	0.18%	88
2019 Q3	$291K	Hold	5,880	–	–	0.19%	88
2019 Q2	$286K	Hold	5,880	–	–	0.18%	96
2019 Q1	$278K	Hold	5,880	–	–	0.19%	95
2018 Q4	$249K	Buy	+5,880	New	+$267K	0.2%	98

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

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

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

Hotaling Investment Management's DTD Position: Q4 2022 in Review

Hotaling Investment Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q4 2022 at 5,880 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #86.

Hotaling Investment Management first reported a position in DTD in Q4 2018 and has held it in 17 quarters since. The position peaked at $381K in Q4 2021. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

Hotaling Investment Management held 5,880 shares of WisdomTree US Total Dividend Fund worth $357K as of Q4 2022.
Hotaling Investment Management left its WisdomTree US Total Dividend Fund share count unchanged in Q4 2022.
WisdomTree US Total Dividend Fund made up 0.16% of Hotaling Investment Management's portfolio in Q4 2022, its #86 holding.
Hotaling Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and has held it in 17 quarters since.
Hotaling Investment Management's WisdomTree US Total Dividend Fund position peaked at $381K in Q4 2021.
180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.