Independent Advisor Alliance ownership in DTD / WisdomTree Total Dividend Fund
August 08, 2018 - Independent Advisor Alliance has filed a 13F-HR form disclosing ownership of 11,344 shares of WisdomTree Total Dividend Fund (NYSE:DTD) with total holdings valued at $1,000 USD as of June 30, 2018. Independent Advisor Alliance had filed a previous 13F-HR on August 14, 2017 disclosing 0 shares of WisdomTree Total Dividend Fund at a value of $0 USD.
Other investors with positions similar to Independent Advisor Alliance include Jfs Wealth Advisors, Llc, Sonata Capital Group Inc, Ballentine Partners, LLC, Raymond James & Associates, Wade G W & Inc, and Homrich & Berg.
The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.
In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.
Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.
|WISDOMTREE TR||US TOTAL DIVIDND||97717W109||11,344||1||1||0|
|WISDOMTREE TR||TOTAL DIVID FD||97717W109||0||-100.00||0||-100.00||0||0|
|WISDOMTREE TR||TOTAL DIVID FD||97717W109||44,053||3,685|
as of ET