PAI
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Pittenger & Anderson Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pittenger & Anderson Inc’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 		$92.4K Sell
1,070
-230
-18% -$20.2K ﹤0.01% 277
2025
Q4 		$110K Sell
1,300
-775
-37% -$65.3K ﹤0.01% 262
2025
Q3 		$174K Sell
2,075
-480
-19% -$39.3K 0.01% 232
2025
Q2 		$203K Sell
2,555
-1,435
-36% -$109K 0.01% 216
2025
Q1 		$307K Hold
3,990
– – 0.01% 195
2024
Q4 		$303K Sell
3,990
-675
-14% -$52.6K 0.01% 207
2024
Q3 		$358K Buy
+4,665
New +$343K 0.01% 202
2020
Q3 		– Sell
-420
Closed -$19K – 369
2020
Q2 		$19K Hold
420
– – ﹤0.01% 283
2020
Q1 		$16K Hold
420
– – ﹤0.01% 281
2019
Q4 		$22K Hold
420
– – ﹤0.01% 298
2019
Q3 		$21K Hold
420
– – ﹤0.01% 299
2019
Q2 		$20K Buy
+420
New +$20.1K ﹤0.01% 296

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