Investors Capital Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Investors Capital Advisory Services’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 Q2	$2.41M	Sell	62,778 -640	-1%	-$24K	0.46%	45
2016 Q1	$2.35M	Buy	63,418 +1,618	+3%	+$56.5K	0.47%	43
2015 Q4	$2.21M	Buy	61,800 +972	+2%	+$35.1K	0.43%	45
2015 Q3	$2.06M	Sell	60,828 -838	-1%	-$29.9K	0.41%	42
2015 Q2	$2.26M	Buy	61,666 +6,970	+13%	+$261K	0.41%	38
2015 Q1	$2.03M	Buy	54,696 +4,808	+10%	+$179K	0.38%	45
2014 Q4	$1.86M	Buy	49,888 +4,064	+9%	+$148K	0.36%	54
2014 Q3	$1.64M	Buy	45,824 +5,116	+13%	+$184K	0.32%	63
2014 Q2	$1.46M	Buy	40,708 +9,736	+31%	+$339K	0.24%	110
2014 Q1	$1.06M	Buy	30,972 +6,504	+27%	+$216K	0.23%	124
2013 Q4	$821K	Buy	24,468 +13,106	+115%	+$425K	0.19%	148
2013 Q3	$351K	Buy	11,362 +502	+5%	+$15.6K	0.09%	309
2013 Q2	$327K	Buy	+10,860	New	+$330K	0.1%	290

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Investors Capital Advisory Services's DTD Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its WisdomTree US Total Dividend Fund (DTD) stake by 1% in Q2 2016, selling an estimated $24K and leaving 62,778 shares worth $2.41M. The position accounts for 0.46% of the portfolio, ranked #45.

Investors Capital Advisory Services first reported a position in DTD in Q2 2013 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold DTD as of Q2 2016.

Investors Capital Advisory Services held 62,778 shares of WisdomTree US Total Dividend Fund worth $2.41M as of Q2 2016.
Investors Capital Advisory Services sold 640 WisdomTree US Total Dividend Fund shares in Q2 2016, an estimated $24K.
WisdomTree US Total Dividend Fund made up 0.46% of Investors Capital Advisory Services's portfolio in Q2 2016, its #45 holding.
Investors Capital Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 13 quarters since.
65 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.