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

Latitude 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
2022 Q2	–	Sell	-5,898	Closed	-$381K	–	178
2022 Q1	$381K	Buy	5,898 +1,966	+50%	+$125K	0.09%	223
2021 Q4	$255K	Hold	3,932	–	–	0.07%	247
2021 Q3	$231K	Buy	+3,932	New	+$238K	0.07%	252

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

CWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CAN

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

Latitude Advisors's DTD Position: Q2 2022 in Review

Latitude Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2022, closing a stake of 5,898 shares — an estimated $381K sold.

Latitude Advisors first reported a position in DTD in Q3 2021 and held it in 3 quarters. The position peaked at $381K in Q1 2022. 165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

Latitude Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 5,898 WisdomTree US Total Dividend Fund shares in Q2 2022, an estimated $381K.
Latitude Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2021 and held it in 3 quarters.
Latitude Advisors's WisdomTree US Total Dividend Fund position peaked at $381K in Q1 2022.
165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.