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Bay Colony Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-470
Closed -$21K – 370
2018
Q2 		$21K Buy
+470
New +$21.3K 0.01% 513

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bay Colony Advisors's DTD Position: Q3 2018 in Review

Bay Colony Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2018, closing a stake of 470 shares — an estimated $21K sold.

Bay Colony Advisors first reported a position in DTD in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 97 funds tracked by Wall St. Rank hold DTD as of Q3 2018.

  • Bay Colony Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 470 WisdomTree US Total Dividend Fund shares in Q3 2018, an estimated $21K.
  • Bay Colony Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's WisdomTree US Total Dividend Fund position peaked at $21K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.