Intersect Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Intersect Capital’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
2020 Q1	–	Sell	-5,966	Closed	-$315K	–	173
2019 Q4	$315K	Sell	5,966 -328	-5%	-$16.7K	0.11%	125
2019 Q3	$312K	Sell	6,294 -430	-6%	-$21K	0.12%	125
2019 Q2	$327K	Hold	6,724	–	–	0.13%	123
2019 Q1	$318K	Buy	6,724 +1,974	+42%	+$90.4K	0.13%	106
2018 Q4	$201K	Buy	+4,750	New	+$216K	0.1%	122

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Intersect Capital's DTD Position: Q1 2020 in Review

Intersect Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2020, closing a stake of 5,966 shares — an estimated $315K sold.

Intersect Capital first reported a position in DTD in Q4 2018 and held it in 5 quarters. The position peaked at $327K in Q2 2019. 116 funds tracked by Wall St. Rank hold DTD as of Q1 2020.

Intersect Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2020 after selling out during the quarter.
Intersect Capital sold 5,966 WisdomTree US Total Dividend Fund shares in Q1 2020, an estimated $315K.
Intersect Capital first reported a position in WisdomTree US Total Dividend Fund in Q4 2018 and held it in 5 quarters.
Intersect Capital's WisdomTree US Total Dividend Fund position peaked at $327K in Q2 2019.
116 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2020.

Based on Intersect Capital's 13F filing for Q1 2020, filed 8 May 2020.