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Financial Advocates Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Financial Advocates Investment 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
2018
Q3 		– Sell
-6,218
Closed -$283K – 508
2018
Q2 		$283K Sell
6,218
-4,538
-42% -$206K 0.03% 383
2018
Q1 		$479K Sell
10,756
-14,496
-57% -$671K 0.06% 260
2017
Q4 		$1.17M Buy
+25,252
New +$1.14M 0.16% 135

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Financial Advocates Investment Management's DTD Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2018, closing a stake of 6,218 shares — an estimated $283K sold.

Financial Advocates Investment Management first reported a position in DTD in Q4 2017 and held it in 3 quarters. The position peaked at $1.17M in Q4 2017. 97 funds tracked by Wall St. Rank hold DTD as of Q3 2018.

  • Financial Advocates Investment Management reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,218 WisdomTree US Total Dividend Fund shares in Q3 2018, an estimated $283K.
  • Financial Advocates Investment Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 3 quarters.
  • Financial Advocates Investment Management's WisdomTree US Total Dividend Fund position peaked at $1.17M in Q4 2017.
  • 97 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.