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Calton & Associates’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Calton & Associates’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
Q1 		– Sell
-700
Closed -$33K – 567
2017
Q4 		$33K Buy
+700
New +$31.7K 0.01% 783

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Calton & Associates's DTD Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2018, closing a stake of 700 shares — an estimated $33K sold.

Calton & Associates first reported a position in DTD in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 89 funds tracked by Wall St. Rank hold DTD as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 700 WisdomTree US Total Dividend Fund shares in Q1 2018, an estimated $33K.
  • Calton & Associates first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree US Total Dividend Fund position peaked at $33K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.