Achievement Holdings’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Achievement Holdings’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
2015 Q4	–	Sell	-1,000,000	Closed	-$24.3M	–	36
2015 Q3	$24.3M	Sell	1,000,000 -2,400,000	-71%	-$85.6M	2.03%	7
2015 Q2	$97.2K	Sell	3,400,000 -638,200	-16%	-$23.9M	4.37%	5
2015 Q1	$111K	Buy	4,038,200 +1,038,200	+35%	+$38.7M	3.87%	4
2014 Q4	$73.8M	Buy	+3,000,000	New	+$110M	2.16%	7

Other funds holding DTD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Achievement Holdings's DTD Position: Q4 2015 in Review

Achievement Holdings sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2015, closing a stake of 1,000,000 shares — an estimated $24.3M sold.

Achievement Holdings first reported a position in DTD in Q4 2014 and held it in 4 quarters. The position peaked at $73.8M in Q4 2014. 66 funds tracked by Wall St. Rank hold DTD as of Q4 2015.

Achievement Holdings reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2015 after selling out during the quarter.
Achievement Holdings sold 1,000,000 WisdomTree US Total Dividend Fund shares in Q4 2015, an estimated $24.3M.
Achievement Holdings first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and held it in 4 quarters.
Achievement Holdings's WisdomTree US Total Dividend Fund position peaked at $73.8M in Q4 2014.
66 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.