Parallax Volatility Advisers
DTD icon

Parallax Volatility Advisers’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Parallax Volatility Advisers’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
2019
Q3 		– Sell
-2
Closed – – 2504
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2754
2019
Q1 		$0 Hold
2
– – ﹤0.01% 2959
2018
Q4 		$0 Hold
2
– – ﹤0.01% 3071
2018
Q3 		$0 Hold
2
– – ﹤0.01% 2734
2018
Q2 		$0 Hold
2
– – ﹤0.01% 2312
2018
Q1 		$0 Hold
2
– – ﹤0.01% 2635
2017
Q4 		$0 Hold
2
– – ﹤0.01% 4081
2017
Q3 		$0 Hold
2
– – ﹤0.01% 2278
2017
Q2 		$0 Hold
2
– – ﹤0.01% 2578
2017
Q1 		$0 Hold
2
– – ﹤0.01% 3713
2016
Q4 		$0 Hold
2
– – ﹤0.01% 3227
2016
Q3 		$0 Hold
2
– – ﹤0.01% 3021
2016
Q2 		$0 Hold
2
– – ﹤0.01% 2660
2016
Q1 		$0 Hold
2
– – ﹤0.01% 2694
2015
Q4 		$0 Hold
2
– – ﹤0.01% 3023
2015
Q3 		$0 Hold
2
– – ﹤0.01% 3073
2015
Q2 		$0 Hold
2
– – ﹤0.01% 3815
2015
Q1 		$0 Hold
2
– – ﹤0.01% 4549
2014
Q4 		$0 Buy
+2
New +$73 ﹤0.01% 5129

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parallax Volatility Advisers's DTD Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2019, closing a stake of 2 shares.

Parallax Volatility Advisers first reported a position in DTD in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 106 funds tracked by Wall St. Rank hold DTD as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 2 WisdomTree US Total Dividend Fund shares in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree US Total Dividend Fund position peaked at $0 in Q2 2019.
  • 106 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.