J.P. Turner & Co Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
Other funds holding DTD
AH
JWA
CS
J.P. Turner & Co Capital Management's DTD Position: Q3 2015 in Review
J.P. Turner & Co Capital Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 46% in Q3 2015, selling an estimated $254K and leaving 8,494 shares worth $290K. The position accounts for 0.3% of the portfolio, ranked #114.
J.P. Turner & Co Capital Management first reported a position in DTD in Q4 2014 and has held it in 4 quarters since. The position peaked at $571K in Q2 2015. 59 funds tracked by Wall St. Rank hold DTD as of Q3 2015.
- J.P. Turner & Co Capital Management held 8,494 shares of WisdomTree US Total Dividend Fund worth $290K as of Q3 2015.
- J.P. Turner & Co Capital Management sold 7,122 WisdomTree US Total Dividend Fund shares in Q3 2015, an estimated $254K.
- WisdomTree US Total Dividend Fund made up 0.3% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #114 holding.
- J.P. Turner & Co Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and has held it in 4 quarters since.
- J.P. Turner & Co Capital Management's WisdomTree US Total Dividend Fund position peaked at $571K in Q2 2015.
- 59 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2015.
Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.