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Genesis Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$36.6K Sell
1,000
-250
-20% -$9.38K 0.03% 215
2015
Q1 		$46.3K Hold
1,250
– – 0.04% 201
2014
Q4 		$47.5K Buy
+1,250
New +$45.6K 0.04% 220

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Genesis Wealth Advisors's DTD Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 20% in Q2 2015, selling an estimated $9.38K and leaving 1,000 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #215.

Genesis Wealth Advisors first reported a position in DTD in Q4 2014 and has held it in 3 quarters since. The position peaked at $47.5K in Q4 2014. 65 funds tracked by Wall St. Rank hold DTD as of Q2 2015.

  • Genesis Wealth Advisors held 1,000 shares of WisdomTree US Total Dividend Fund worth $36.6K as of Q2 2015.
  • Genesis Wealth Advisors sold 250 WisdomTree US Total Dividend Fund shares in Q2 2015, an estimated $9.38K.
  • WisdomTree US Total Dividend Fund made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #215 holding.
  • Genesis Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $47.5K in Q4 2014.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.