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

Guidant 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
2016
Q4 		– Sell
-370
Closed -$14K – 204
2016
Q3 		$14K Buy
+370
New +$14.5K 0.01% 143

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guidant Wealth Advisors's DTD Position: Q4 2016 in Review

Guidant Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2016, closing a stake of 370 shares — an estimated $14K sold.

Guidant Wealth Advisors first reported a position in DTD in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 80 funds tracked by Wall St. Rank hold DTD as of Q4 2016.

  • Guidant Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Guidant Wealth Advisors sold 370 WisdomTree US Total Dividend Fund shares in Q4 2016, an estimated $14K.
  • Guidant Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Guidant Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $14K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2016.

Based on Guidant Wealth Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.