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	$7.2K	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	$16K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RE Dickinson Investment Advisors's DTD Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 29% in Q4 2024, selling an estimated $2.96K and leaving 95 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

RE Dickinson Investment Advisors first reported a position in DTD in Q4 2021 and has held it in 13 quarters since. The position peaked at $77K in Q4 2021. 197 funds tracked by Wall St. Rank hold DTD as of Q4 2024.

RE Dickinson Investment Advisors held 95 shares of WisdomTree US Total Dividend Fund worth $7.2K as of Q4 2024.
RE Dickinson Investment Advisors sold 38 WisdomTree US Total Dividend Fund shares in Q4 2024, an estimated $2.96K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #179 holding.
RE Dickinson Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $77K in Q4 2021.
197 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.