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Benedict Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Benedict Financial 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
Q4 		– Sell
-4,470
Closed -$215K – 106
2018
Q3 		$215K Sell
4,470
-86
-2% -$4.08K 0.1% 104
2018
Q2 		$208K Sell
4,556
-140
-3% -$6.35K 0.1% 102
2018
Q1 		$209K Sell
4,696
-372
-7% -$17.2K 0.11% 100
2017
Q4 		$236K Sell
5,068
-68
-1% -$3.08K 0.11% 102
2017
Q3 		$225K Sell
5,136
-46
-0.9% -$1.98K 0.12% 104
2017
Q2 		$223K Sell
5,182
-430
-8% -$18.2K 0.12% 101
2017
Q1 		$236K Sell
5,612
-792
-12% -$32.9K 0.13% 98
2016
Q4 		$260K Sell
6,404
-124
-2% -$4.88K 0.15% 92
2016
Q3 		$253K Buy
6,528
+30
+0.5% +$1.18K 0.15% 91
2016
Q2 		$250K Sell
6,498
-162
-2% -$6.07K 0.15% 88
2016
Q1 		$247K Sell
6,660
-128
-2% -$4.47K 0.15% 88
2015
Q4 		$243K Sell
6,788
-730
-10% -$26.3K 0.15% 87
2015
Q3 		$255K Sell
7,518
-782
-9% -$27.9K 0.18% 82
2015
Q2 		$306K Buy
8,300
+28
+0.3% +$1.05K 0.2% 79
2015
Q1 		$310K Buy
8,272
+18
+0.2% +$671 0.2% 84
2014
Q4 		$308K Buy
+8,254
New +$301K 0.2% 82

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benedict Financial Advisors's DTD Position: Q4 2018 in Review

Benedict Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2018, closing a stake of 4,470 shares — an estimated $215K sold.

Benedict Financial Advisors first reported a position in DTD in Q4 2014 and held it in 16 quarters. The position peaked at $310K in Q1 2015. 95 funds tracked by Wall St. Rank hold DTD as of Q4 2018.

  • Benedict Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Benedict Financial Advisors sold 4,470 WisdomTree US Total Dividend Fund shares in Q4 2018, an estimated $215K.
  • Benedict Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and held it in 16 quarters.
  • Benedict Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $310K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2018.

Based on Benedict Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.