Kernodle & Katon Asset Management Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Kernodle & Katon Asset Management Group’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 Q1	–	Sell	-140	Closed	-$6K	–	341
2016 Q4	$6K	Sell	140 -80	-36%	-$3.15K	﹤0.01%	246
2016 Q3	$9K	Hold	220	–	–	0.01%	252
2016 Q2	$8K	Hold	220	–	–	0.01%	224
2016 Q1	$8K	Hold	220	–	–	0.01%	222
2015 Q4	$8K	Buy	+220	New	+$7.94K	0.01%	216

Other funds holding DTD

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Kernodle & Katon Asset Management Group's DTD Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2017, closing a stake of 140 shares — an estimated $6K sold.

Kernodle & Katon Asset Management Group first reported a position in DTD in Q4 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 86 funds tracked by Wall St. Rank hold DTD as of Q1 2017.

Kernodle & Katon Asset Management Group reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2017 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 140 WisdomTree US Total Dividend Fund shares in Q1 2017, an estimated $6K.
Kernodle & Katon Asset Management Group first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 5 quarters.
Kernodle & Katon Asset Management Group's WisdomTree US Total Dividend Fund position peaked at $9K in Q3 2016.
86 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.