EFS
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Essex Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Essex Financial Services’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
2014
Q2 		– Sell
-6,178
Closed -$211K – 306
2014
Q1 		$211K Buy
+6,178
New +$205K 0.07% 264

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Essex Financial Services's DTD Position: Q2 2014 in Review

Essex Financial Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2014, closing a stake of 6,178 shares — an estimated $211K sold.

Essex Financial Services first reported a position in DTD in Q1 2014 and held it in 1 quarter. The position peaked at $211K in Q1 2014. 45 funds tracked by Wall St. Rank hold DTD as of Q2 2014.

  • Essex Financial Services reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Essex Financial Services sold 6,178 WisdomTree US Total Dividend Fund shares in Q2 2014, an estimated $211K.
  • Essex Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Essex Financial Services's WisdomTree US Total Dividend Fund position peaked at $211K in Q1 2014.
  • 45 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2014.

Based on Essex Financial Services's 13F filing for Q2 2014, filed 29 Jul 2014.