Integrated Advisors Network’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Integrated Advisors Network’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	–	Sell	-4,032	Closed	-$219K	–	643
2022 Q3	$219K	Hold	4,032	–	–	0.01%	577
2022 Q2	$233K	Hold	4,032	–	–	0.02%	587
2022 Q1	$260K	Hold	4,032	–	–	0.02%	576
2021 Q4	$261K	Hold	4,032	–	–	0.02%	556
2021 Q3	$237K	Hold	4,032	–	–	0.02%	556
2021 Q2	$239K	Hold	4,032	–	–	0.02%	527
2021 Q1	$228K	Buy	+4,032	New	+$218K	0.02%	492

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

Integrated Advisors Network's DTD Position: Q4 2022 in Review

Integrated Advisors Network sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2022, closing a stake of 4,032 shares — an estimated $219K sold.

Integrated Advisors Network first reported a position in DTD in Q1 2021 and held it in 7 quarters. The position peaked at $261K in Q4 2021. 180 funds tracked by Wall St. Rank hold DTD as of Q4 2022.

Integrated Advisors Network reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 4,032 WisdomTree US Total Dividend Fund shares in Q4 2022, an estimated $219K.
Integrated Advisors Network first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and held it in 7 quarters.
Integrated Advisors Network's WisdomTree US Total Dividend Fund position peaked at $261K in Q4 2021.
180 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.