D.A. Davidson & Co’s WisdomTree US Total Dividend Fund DTD Stock Holding History

D.A. Davidson & Co’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	-900	Closed	-$38K	–	1301
2017 Q2	$38K	Hold	900	–	–	﹤0.01%	1622
2017 Q1	$37K	Hold	900	–	–	﹤0.01%	1623
2016 Q4	$36K	Hold	900	–	–	﹤0.01%	1724
2016 Q3	$35K	Buy	+900	New	+$35.2K	﹤0.01%	1672

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

D.A. Davidson & Co's DTD Position: Q3 2017 in Review

D.A. Davidson & Co sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2017, closing a stake of 900 shares — an estimated $38K sold.

D.A. Davidson & Co first reported a position in DTD in Q3 2016 and held it in 4 quarters. The position peaked at $38K in Q2 2017. 79 funds tracked by Wall St. Rank hold DTD as of Q3 2017.

D.A. Davidson & Co reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2017 after selling out during the quarter.
D.A. Davidson & Co sold 900 WisdomTree US Total Dividend Fund shares in Q3 2017, an estimated $38K.
D.A. Davidson & Co first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 4 quarters.
D.A. Davidson & Co's WisdomTree US Total Dividend Fund position peaked at $38K in Q2 2017.
79 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.