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Investment Centers of America’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-38,222
Closed -$1.68M – 107
2017
Q3 		$1.68M Buy
38,222
+2,598
+7% +$112K 0.12% 157
2017
Q2 		$1.51M Buy
35,624
+2,574
+8% +$109K 0.11% 164
2017
Q1 		$1.39M Buy
33,050
+8,478
+35% +$353K 0.11% 176
2016
Q4 		$996K Buy
24,572
+17,902
+268% +$704K 0.09% 209
2016
Q3 		$263K Buy
+6,670
New +$261K 0.03% 411

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Investment Centers of America's DTD Position: Q4 2017 in Review

Investment Centers of America sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2017, closing a stake of 38,222 shares — an estimated $1.68M sold.

Investment Centers of America first reported a position in DTD in Q3 2016 and held it in 5 quarters. The position peaked at $1.68M in Q3 2017. 90 funds tracked by Wall St. Rank hold DTD as of Q4 2017.

  • Investment Centers of America reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 38,222 WisdomTree US Total Dividend Fund shares in Q4 2017, an estimated $1.68M.
  • Investment Centers of America first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 5 quarters.
  • Investment Centers of America's WisdomTree US Total Dividend Fund position peaked at $1.68M in Q3 2017.
  • 90 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.