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Crosspoint Capital Strategies’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-192
Closed -$7K – 281
2015
Q4 		$7K Buy
+192
New +$6.93K ﹤0.01% 744

Other funds holding DTD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crosspoint Capital Strategies's DTD Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2016, closing a stake of 192 shares — an estimated $7K sold.

Crosspoint Capital Strategies first reported a position in DTD in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 68 funds tracked by Wall St. Rank hold DTD as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 192 WisdomTree US Total Dividend Fund shares in Q1 2016, an estimated $7K.
  • Crosspoint Capital Strategies first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's WisdomTree US Total Dividend Fund position peaked at $7K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.