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

BOK Financial’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
2017 Q4	–	Sell	-2,528	Closed	-$111K	–	942
2017 Q3	$111K	Buy	+2,528	New	+$109K	﹤0.01%	925

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

BOK Financial's DTD Position: Q4 2017 in Review

BOK Financial sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2017, closing a stake of 2,528 shares — an estimated $111K sold.

BOK Financial first reported a position in DTD in Q3 2017 and held it in 1 quarter. The position peaked at $111K in Q3 2017. 90 funds tracked by Wall St. Rank hold DTD as of Q4 2017.

BOK Financial reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2017 after selling out during the quarter.
BOK Financial sold 2,528 WisdomTree US Total Dividend Fund shares in Q4 2017, an estimated $111K.
BOK Financial first reported a position in WisdomTree US Total Dividend Fund in Q3 2017 and held it in 1 quarter.
BOK Financial's WisdomTree US Total Dividend Fund position peaked at $111K in Q3 2017.
90 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.