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

RE Dickinson 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
Q4 		$72K Sell
95
-38
-29% -$2.96K ﹤0.01% 179
2024
Q3 		$10.2K Sell
133
-13
-9% -$957 0.01% 162
2024
Q2 		$10.3K Hold
146
– – 0.01% 156
2024
Q1 		$10K Hold
146
– – 0.01% 157
2023
Q4 		$10K Hold
146
– – 0.01% 159
2023
Q3 		$9K Sell
146
-67
-31% -$4.19K 0.01% 178
2023
Q2 		$13K Buy
213
+93
+78% +$5.63K ﹤0.01% 242
2023
Q1 		$7K Sell
120
-93
-44% -$5.68K ﹤0.01% 287
2022
Q4 		$13K Sell
213
-67
-24% -$4.02K 0.01% 237
2022
Q3 		$15K Hold
280
– – 0.01% 130
2022
Q2 		$16 Sell
280
-1,192
-81% -$73.5K ﹤0.01% 143
2022
Q1 		$18K Buy
1,472
+280
+23% +$17.8K 0.01% 154
2021
Q4 		$77K Buy
+1,192
New +$74.2K 0.06% 65

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
6F
626 Financial Portage, Michigan $223M AUM 17.89% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return