Citadel Advisors
DTD icon

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

Citadel 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
2016
Q3 		– Sell
-1,391,600
Closed -$24.6M – 7323
2016
Q2 		$24.6M Buy
1,391,600
+498,000
+56% +$18.7M 0.03% 646
2016
Q1 		$14.3M Sell
893,600
-216,000
-19% -$7.54M 0.02% 955
2015
Q4 		$22.8M Sell
1,109,600
-129,000
-10% -$4.65M 0.02% 773
2015
Q3 		$24.3M Buy
1,238,600
+383,000
+45% +$13.7M 0.02% 777
2015
Q2 		$17.9M Sell
855,600
-52,600
-6% -$1.97M 0.02% 1071
2015
Q1 		$21.2M Buy
908,200
+21,000
+2% +$783K 0.02% 947
2014
Q4 		$20M Buy
887,200
+392,600
+79% +$14.3M 0.02% 939
2014
Q3 		$9.51M Buy
494,600
+29,600
+6% +$1.06M 0.01% 1406
2014
Q2 		$10.5M Sell
465,000
-760,600
-62% -$26.5M 0.01% 1236
2014
Q1 		$27.7M Buy
+1,225,600
New +$40.6M 0.03% 643

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return