GWMIA
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Global Wealth Management Investment Advisory’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-500
Closed -$24K – 716
2019
Q1 		$24K Buy
+500
New +$22.9K 0.01% 283

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's DTD Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2019, closing a stake of 500 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in DTD in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 103 funds tracked by Wall St. Rank hold DTD as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 500 WisdomTree US Total Dividend Fund shares in Q2 2019, an estimated $24K.
  • Global Wealth Management Investment Advisory first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's WisdomTree US Total Dividend Fund position peaked at $24K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.