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
-771,000
Closed -$14.4M – 7324
2016
Q2 		$14.4M Buy
771,000
+165,400
+27% +$6.2M 0.02% 989
2016
Q1 		$12.1M Buy
605,600
+172,200
+40% +$6.01M 0.02% 1050
2015
Q4 		$9.67M Sell
433,400
-462,000
-52% -$16.7M 0.01% 1305
2015
Q3 		$19.4M Sell
895,400
-199,200
-18% -$7.1M 0.02% 925
2015
Q2 		$28.1M Buy
1,094,600
+259,800
+31% +$9.74M 0.02% 800
2015
Q1 		$20M Sell
834,800
-82,800
-9% -$3.09M 0.02% 981
2014
Q4 		$19.1M Buy
917,600
+123,200
+16% +$4.5M 0.02% 976
2014
Q3 		$19.2M Buy
794,400
+51,800
+7% +$1.86M 0.02% 929
2014
Q2 		$14.1M Sell
742,600
-565,200
-43% -$19.7M 0.02% 1027
2014
Q1 		$28.7M Buy
+1,307,800
New +$43.4M 0.03% 624

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