Peak Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Peak Capital Management’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 Q4	–	Sell	-1,790	Closed	-$83K	–	40
2018 Q3	$83K	Sell	1,790 -1,966	-52%	-$93.2K	0.06%	36
2018 Q2	$171K	Buy	3,756 +1,966	+110%	+$89.1K	0.1%	57
2018 Q1	$80K	Buy	+1,790	New	+$82.8K	0.06%	37

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Peak Capital Management's DTD Position: Q4 2018 in Review

Peak Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2018, closing a stake of 1,790 shares — an estimated $83K sold.

Peak Capital Management first reported a position in DTD in Q1 2018 and held it in 3 quarters. The position peaked at $171K in Q2 2018. 95 funds tracked by Wall St. Rank hold DTD as of Q4 2018.

Peak Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 1,790 WisdomTree US Total Dividend Fund shares in Q4 2018, an estimated $83K.
Peak Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2018 and held it in 3 quarters.
Peak Capital Management's WisdomTree US Total Dividend Fund position peaked at $171K in Q2 2018.
95 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.