Independent Advisor Alliance’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-11,914	Closed	-$1.03M	–	1169
2026 Q1	$1.03M	Buy	+11,914	New	+$1.05M	0.01%	819
2025 Q1	–	Sell	-58,293	Closed	-$4.42M	–	923
2024 Q4	$4.42M	Buy	+58,293	New	+$4.54M	0.06%	297
2020 Q1	–	Sell	-127,368	Closed	-$6.72M	–	501
2019 Q4	$6.72M	Buy	127,368 +37,000	+41%	+$1.88M	0.29%	79
2019 Q3	$4.63M	Buy	90,368 +122	+0.1%	+$5.95K	0.56%	36
2019 Q2	$4K	Sell	90,246 -28,076	-24%	-$1.34M	﹤0.01%	411
2019 Q1	$5.6M	Buy	118,322 +93,308	+373%	+$4.27M	0.79%	31
2018 Q4	$1.14M	Buy	25,014 +2,786	+13%	+$127K	0.2%	107
2018 Q3	$1K	Sell	22,228 -460	-2%	-$21.8K	﹤0.01%	378
2018 Q2	$1K	Buy	+22,688	New	+$1.03M	﹤0.01%	352
2017 Q2	–	Sell	-88,106	Closed	-$3.69M	–	267
2017 Q1	$3.69M	Buy	+88,106	New	+$3.66M	0.58%	51

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

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

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Independent Advisor Alliance's DTD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 11,914 shares — an estimated $1.03M sold.

Independent Advisor Alliance first reported a position in DTD in Q1 2017 and held it in 10 quarters. The position peaked at $6.72M in Q4 2019. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 11,914 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.03M.
Independent Advisor Alliance first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and held it in 10 quarters.
Independent Advisor Alliance's WisdomTree US Total Dividend Fund position peaked at $6.72M in Q4 2019.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.