ETrade Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

ETrade Capital 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
2020 Q3	$241K	Buy	5,140 +234	+5%	+$11K	﹤0.01%	774
2020 Q2	$221K	Buy	+4,906	New	+$214K	﹤0.01%	747
2020 Q1	–	Sell	-4,582	Closed	-$242K	–	782
2019 Q4	$242K	Buy	4,582 +34	+0.7%	+$1.73K	0.01%	727
2019 Q3	$225K	Buy	+4,548	New	+$222K	0.01%	747

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

ETrade Capital Management's DTD Position: Q3 2020 in Review

ETrade Capital Management increased its WisdomTree US Total Dividend Fund (DTD) stake by 4.8% in Q3 2020, buying an estimated $11K and bringing the position to 5,140 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

ETrade Capital Management first reported a position in DTD in Q3 2019 and has held it in 4 quarters since. The position peaked at $242K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

ETrade Capital Management held 5,140 shares of WisdomTree US Total Dividend Fund worth $241K as of Q3 2020.
ETrade Capital Management bought 234 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $11K.
WisdomTree US Total Dividend Fund made up ﹤0.01% of ETrade Capital Management's portfolio in Q3 2020, its #774 holding.
ETrade Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2019 and has held it in 4 quarters since.
ETrade Capital Management's WisdomTree US Total Dividend Fund position peaked at $242K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.