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Joel Isaacson & Co’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Joel Isaacson & Co’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
-8,000
Closed -$422K – 200
2019
Q4 		$422K Buy
+8,000
New +$407K 0.06% 144

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Joel Isaacson & Co's DTD Position: Q1 2020 in Review

Joel Isaacson & Co sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2020, closing a stake of 8,000 shares — an estimated $422K sold.

Joel Isaacson & Co first reported a position in DTD in Q4 2019 and held it in 1 quarter. The position peaked at $422K in Q4 2019. 116 funds tracked by Wall St. Rank hold DTD as of Q1 2020.

  • Joel Isaacson & Co reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Joel Isaacson & Co sold 8,000 WisdomTree US Total Dividend Fund shares in Q1 2020, an estimated $422K.
  • Joel Isaacson & Co first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Joel Isaacson & Co's WisdomTree US Total Dividend Fund position peaked at $422K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2020.

Based on Joel Isaacson & Co's 13F filing for Q1 2020, filed 21 Apr 2020.