KLR Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

KLR Investment Advisors’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
2024 Q1	$1.4M	Sell	20,528 -3,430	-14%	-$231K	1.01%	18
2023 Q4	$1.57M	Buy	23,958 +1,601	+7%	+$98.5K	1.13%	17
2023 Q3	$1.35M	Sell	22,357 -336	-1%	-$21K	1.23%	18
2023 Q2	$1.41M	Sell	22,693 -817	-3%	-$49.5K	1.16%	19
2023 Q1	$1.42M	Buy	23,510 +820	+4%	+$50.1K	1.25%	17
2022 Q4	$1.38M	Buy	+22,690	New	+$1.36M	1.13%	18

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KLR Investment Advisors's DTD Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 14% in Q1 2024, selling an estimated $231K and leaving 20,528 shares worth $1.4M. The position accounts for 1.01% of the portfolio, ranked #18.

KLR Investment Advisors first reported a position in DTD in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2023. 186 funds tracked by Wall St. Rank hold DTD as of Q1 2024.

KLR Investment Advisors held 20,528 shares of WisdomTree US Total Dividend Fund worth $1.4M as of Q1 2024.
KLR Investment Advisors sold 3,430 WisdomTree US Total Dividend Fund shares in Q1 2024, an estimated $231K.
WisdomTree US Total Dividend Fund made up 1.01% of KLR Investment Advisors's portfolio in Q1 2024, its #18 holding.
KLR Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $1.57M in Q4 2023.
186 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.