Financial Counselors Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Financial Counselors Inc’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
2019 Q4	–	Sell	-4,648	Closed	-$230K	–	549
2019 Q3	$230K	Buy	+4,648	New	+$227K	0.01%	481
2017 Q2	–	Sell	-14,740	Closed	-$619K	–	497
2017 Q1	$619K	Sell	14,740 -12,200	-45%	-$507K	0.03%	321
2016 Q4	$1.09M	Buy	+26,940	New	+$1.06M	0.06%	265
2016 Q2	$1.11M	Hold	28,920	–	–	0.07%	244
2016 Q1	$1.07M	Hold	28,920	–	–	0.07%	246
2015 Q4	$1.04M	Hold	28,920	–	–	0.07%	246
2015 Q3	$982K	Hold	28,920	–	–	0.07%	246
2015 Q2	$1.06M	Sell	28,920 -13,200	-31%	-$495K	0.07%	248
2015 Q1	$1.56M	Buy	+42,120	New	+$1.57M	0.1%	218

Other funds holding DTD

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Counselors Inc's DTD Position: Q4 2019 in Review

Financial Counselors Inc sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2019, closing a stake of 4,648 shares — an estimated $230K sold.

Financial Counselors Inc first reported a position in DTD in Q1 2015 and held it in 9 quarters. The position peaked at $1.56M in Q1 2015. 125 funds tracked by Wall St. Rank hold DTD as of Q4 2019.

Financial Counselors Inc reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2019 after selling out during the quarter.
Financial Counselors Inc sold 4,648 WisdomTree US Total Dividend Fund shares in Q4 2019, an estimated $230K.
Financial Counselors Inc first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 9 quarters.
Financial Counselors Inc's WisdomTree US Total Dividend Fund position peaked at $1.56M in Q1 2015.
125 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2019.

Based on Financial Counselors Inc's 13F filing for Q4 2019, filed 31 Jan 2020.