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

Wipfli Financial 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 Q3	$147K	Buy	+2,713	New	+$162K	0.01%	560

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

Wipfli Financial Advisors's DTD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2022: 2,713 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Wipfli Financial Advisors held 2,713 shares of WisdomTree US Total Dividend Fund worth $147K as of Q3 2022.
WisdomTree US Total Dividend Fund was a new Wipfli Financial Advisors position in Q3 2022.
WisdomTree US Total Dividend Fund made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #560 holding.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.