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Argentus Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Argentus Capital Management’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
2016
Q4 		– Sell
-2,226
Closed -$87K – 96
2016
Q3 		$87K Buy
+2,226
New +$87.2K 0.03% 376

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Argentus Capital Management's DTD Position: Q4 2016 in Review

Argentus Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2016, closing a stake of 2,226 shares — an estimated $87K sold.

Argentus Capital Management first reported a position in DTD in Q3 2016 and held it in 1 quarter. The position peaked at $87K in Q3 2016. 80 funds tracked by Wall St. Rank hold DTD as of Q4 2016.

  • Argentus Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Argentus Capital Management sold 2,226 WisdomTree US Total Dividend Fund shares in Q4 2016, an estimated $87K.
  • Argentus Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Argentus Capital Management's WisdomTree US Total Dividend Fund position peaked at $87K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2016.

Based on Argentus Capital Management's 13F filing for Q4 2016.