Private Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Private Advisory Group’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
2023 Q1	–	Sell	-4,532	Closed	-$275K	–	209
2022 Q4	$275K	Hold	4,532	–	–	0.06%	172
2022 Q3	$246K	Sell	4,532 -637	-12%	-$37.9K	0.06%	166
2022 Q2	$299K	Buy	5,169 +348	+7%	+$21.5K	0.07%	127
2022 Q1	$311K	Buy	4,821 +637	+15%	+$40.5K	0.06%	130
2021 Q4	$271K	Buy	+4,184	New	+$260K	0.05%	128

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

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

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

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 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

Private Advisory Group's DTD Position: Q1 2023 in Review

Private Advisory Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 4,532 shares — an estimated $275K sold.

Private Advisory Group first reported a position in DTD in Q4 2021 and held it in 5 quarters. The position peaked at $311K in Q1 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Private Advisory Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Private Advisory Group sold 4,532 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $275K.
Private Advisory Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and held it in 5 quarters.
Private Advisory Group's WisdomTree US Total Dividend Fund position peaked at $311K in Q1 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.