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 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 $1.37T 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Independent Advisor Alliance's DTD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q1 2026: 11,914 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in DTD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in DTD in Q1 2017 and has held it in 10 quarters since. The position peaked at $6.72M in Q4 2019. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Independent Advisor Alliance held 11,914 shares of WisdomTree US Total Dividend Fund worth $1.03M as of Q1 2026.
WisdomTree US Total Dividend Fund was a new Independent Advisor Alliance position in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #819 holding.
Independent Advisor Alliance first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's WisdomTree US Total Dividend Fund position peaked at $6.72M in Q4 2019.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.