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Insigneo Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Insigneo Advisory Services’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 		$280K Sell
3,238
-1,836
-36% -$161K 0.02% 528
2025
Q4 		$431K Buy
+5,074
New +$427K 0.03% 402
2025
Q1 		– Sell
-9,474
Closed -$719K – 654
2024
Q4 		$719K Buy
9,474
+2,500
+36% +$195K 0.07% 212
2024
Q3 		$535K Buy
6,974
+1,140
+20% +$83.9K 0.05% 301
2024
Q2 		$408K Buy
5,834
+438
+8% +$30.5K 0.05% 332
2024
Q1 		$382K Hold
5,396
– – 0.05% 320
2023
Q4 		$353K Hold
5,396
– – 0.05% 303
2023
Q3 		$325K Hold
5,396
– – 0.07% 272
2023
Q2 		$335K Hold
5,396
– – 0.06% 262
2023
Q1 		$327K Hold
5,396
– – 0.1% 193
2022
Q4 		$327K Buy
+5,396
New +$324K 0.12% 178

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
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