Atherton Lane Advisers’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Atherton Lane Advisers’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	$720K	Sell	20,090 -300	-1%	-$10.8K	0.04%	127
2015 Q3	$692K	Hold	20,390	–	–	0.04%	128
2015 Q2	$746K	Sell	20,390 -1,470	-7%	-$55.1K	0.04%	126
2015 Q1	$812K	Sell	21,860 -2,650	-11%	-$98.9K	0.04%	139
2014 Q4	$916K	Sell	24,510 -550	-2%	-$20.1K	0.05%	129
2014 Q3	$895K	Buy	25,060 +2,910	+13%	+$104K	0.05%	131
2014 Q2	$792K	Buy	+22,150	New	+$771K	0.04%	142

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

Atherton Lane Advisers's DTD Position: Q4 2015 in Review

Atherton Lane Advisers reduced its WisdomTree US Total Dividend Fund (DTD) stake by 1.5% in Q4 2015, selling an estimated $10.8K and leaving 20,090 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #127.

Atherton Lane Advisers first reported a position in DTD in Q2 2014 and has held it in 7 quarters since. The position peaked at $916K in Q4 2014. 66 funds tracked by Wall St. Rank hold DTD as of Q4 2015.

Atherton Lane Advisers held 20,090 shares of WisdomTree US Total Dividend Fund worth $720K as of Q4 2015.
Atherton Lane Advisers sold 300 WisdomTree US Total Dividend Fund shares in Q4 2015, an estimated $10.8K.
WisdomTree US Total Dividend Fund made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #127 holding.
Atherton Lane Advisers first reported a position in WisdomTree US Total Dividend Fund in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's WisdomTree US Total Dividend Fund position peaked at $916K in Q4 2014.
66 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.