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

Alera 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
2019
Q2 		– Sell
-876
Closed -$41K – 329
2019
Q1 		$41K Buy
+876
New +$40.1K 0.02% 186

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Alera Investment Advisors's DTD Position: Q2 2019 in Review

Alera Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2019, closing a stake of 876 shares — an estimated $41K sold.

Alera Investment Advisors first reported a position in DTD in Q1 2019 and held it in 1 quarter. The position peaked at $41K in Q1 2019. 103 funds tracked by Wall St. Rank hold DTD as of Q2 2019.

  • Alera Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 876 WisdomTree US Total Dividend Fund shares in Q2 2019, an estimated $41K.
  • Alera Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $41K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.