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Chicago Partners Investment Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Chicago Partners Investment Group’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
-186
Closed -$8K – 480
2018
Q3 		$8K Hold
186
– – ﹤0.01% 855
2018
Q2 		$8K Hold
186
– – ﹤0.01% 836
2018
Q1 		$8K Hold
186
– – ﹤0.01% 804
2017
Q4 		$9K Hold
186
– – ﹤0.01% 760
2017
Q3 		$8K Sell
186
-186
-50% -$8K ﹤0.01% 805
2017
Q2 		$16K Buy
+372
New +$15.7K ﹤0.01% 532

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

Chicago Partners Investment Group's DTD Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2018, closing a stake of 186 shares — an estimated $8K sold.

Chicago Partners Investment Group first reported a position in DTD in Q2 2017 and held it in 6 quarters. The position peaked at $16K in Q2 2017. 95 funds tracked by Wall St. Rank hold DTD as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 186 WisdomTree US Total Dividend Fund shares in Q4 2018, an estimated $8K.
  • Chicago Partners Investment Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's WisdomTree US Total Dividend Fund position peaked at $16K in Q2 2017.
  • 95 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.