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Pinnacle Financial Partners (Tennessee)’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2015
Q3 		– Sell
-400
Closed -$15K – 241
2015
Q2 		$15K Hold
400
– – ﹤0.01% 227
2015
Q1 		$15K Buy
+400
New +$14.9K 0.01% 219

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AH
Achievement Holdings Chicago, Illinois $1.2B AUM 9.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DTD Position: Q3 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2015, closing a stake of 400 shares — an estimated $15K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DTD in Q1 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 59 funds tracked by Wall St. Rank hold DTD as of Q3 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 400 WisdomTree US Total Dividend Fund shares in Q3 2015, an estimated $15K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s WisdomTree US Total Dividend Fund position peaked at $15K in Q2 2015.
  • 59 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2015, filed 6 Nov 2015.