CWM
DTD icon

Concert Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Concert Wealth Management’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
Q3 		– Sell
-12,620
Closed -$539K – 55
2017
Q2 		$539K Sell
12,620
-15,886
-56% -$672K 0.52% 59
2017
Q1 		$1.16M Sell
28,506
-24
-0.1% -$998 0.26% 112
2016
Q4 		$1.16M Sell
28,530
-15,482
-35% -$609K 0.26% 114
2016
Q3 		$1.72M Sell
44,012
-4,376
-9% -$171K 0.21% 119
2016
Q2 		$1.86M Buy
48,388
+40
+0.1% +$1.5K 0.25% 97
2016
Q1 		$1.79M Buy
48,348
+652
+1% +$22.8K 0.24% 108
2015
Q4 		$1.71M Buy
47,696
+2,886
+6% +$104K 0.23% 111
2015
Q3 		$1.51M Sell
44,810
-4,938
-10% -$176K 0.21% 121
2015
Q2 		$1.82M Buy
49,748
+4,116
+9% +$154K 0.24% 102
2015
Q1 		$492K Buy
45,632
+146
+0.3% +$5.45K 0.14% 206
2014
Q4 		$1.7M Buy
45,486
+1,086
+2% +$39.6K 0.26% 99
2014
Q3 		$1.58M Sell
44,400
-610
-1% -$21.9K 0.21% 71
2014
Q2 		$1.57M Buy
45,010
+42
+0.1% +$1.46K 0.19% 70
2014
Q1 		$1.52M Sell
44,968
-866
-2% -$28.7K 0.19% 75
2013
Q4 		$1.53M Buy
45,834
+4
+0% +$130 0.2% 77
2013
Q3 		$1.41M Buy
45,830
+1,216
+3% +$37.8K 0.2% 72
2013
Q2 		$1.35M Buy
+44,614
New +$1.35M 0.2% 65

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Concert Wealth Management's DTD Position: Q3 2017 in Review

Concert Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2017, closing a stake of 12,620 shares — an estimated $539K sold.

Concert Wealth Management first reported a position in DTD in Q2 2013 and held it in 17 quarters. The position peaked at $1.86M in Q2 2016. 79 funds tracked by Wall St. Rank hold DTD as of Q3 2017.

  • Concert Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,620 WisdomTree US Total Dividend Fund shares in Q3 2017, an estimated $539K.
  • Concert Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's WisdomTree US Total Dividend Fund position peaked at $1.86M in Q2 2016.
  • 79 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.