LVZ Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History

LVZ Inc’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
2018 Q2	–	Sell	-6,490	Closed	-$289K	–	72
2018 Q1	$289K	Sell	6,490 -176	-3%	-$8.14K	0.08%	50
2017 Q4	$310K	Sell	6,666 -546	-8%	-$24.7K	0.09%	52
2017 Q3	$316K	Sell	7,212 -184	-2%	-$7.92K	0.1%	47
2017 Q2	$315K	Sell	7,396 -442	-6%	-$18.7K	2.83%	13
2017 Q1	$329K	Sell	7,838 -1,242	-14%	-$51.7K	3.1%	10
2016 Q4	$369K	Sell	9,080 -250	-3%	-$9.83K	3.54%	10
2016 Q3	$364K	Sell	9,330 -1,434	-13%	-$56.2K	3.55%	6
2016 Q2	$413K	Sell	10,764 -68	-0.6%	-$2.55K	4.5%	5
2016 Q1	$402K	Sell	10,832 -3,758	-26%	-$131K	0.19%	29
2015 Q4	$523K	Sell	14,590 -14,082	-49%	-$508K	7.15%	3
2015 Q3	$973K	Sell	28,672 -9,676	-25%	-$345K	0.63%	18
2015 Q2	$1.43M	Sell	38,348 -4,298	-10%	-$161K	0.79%	18
2015 Q1	$1.58M	Buy	+42,646	New	+$1.59M	0.92%	16

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JMPWA

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

LVZ Inc's DTD Position: Q2 2018 in Review

LVZ Inc sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2018, closing a stake of 6,490 shares — an estimated $289K sold.

LVZ Inc first reported a position in DTD in Q1 2015 and held it in 13 quarters. The position peaked at $1.58M in Q1 2015. 91 funds tracked by Wall St. Rank hold DTD as of Q2 2018.

LVZ Inc reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2018 after selling out during the quarter.
LVZ Inc sold 6,490 WisdomTree US Total Dividend Fund shares in Q2 2018, an estimated $289K.
LVZ Inc first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 13 quarters.
LVZ Inc's WisdomTree US Total Dividend Fund position peaked at $1.58M in Q1 2015.
91 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2018.

Based on LVZ Inc's 13F filing for Q2 2018, filed 2 Aug 2018.