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Bison Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bison Wealth’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
2020
Q1 		– Sell
-172
Closed -$9K – 354
2019
Q4 		$9K Buy
+172
New +$8.75K ﹤0.01% 355

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bison Wealth's DTD Position: Q1 2020 in Review

Bison Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2020, closing a stake of 172 shares — an estimated $9K sold.

Bison Wealth first reported a position in DTD in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 116 funds tracked by Wall St. Rank hold DTD as of Q1 2020.

  • Bison Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 172 WisdomTree US Total Dividend Fund shares in Q1 2020, an estimated $9K.
  • Bison Wealth first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Bison Wealth's WisdomTree US Total Dividend Fund position peaked at $9K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.