Plante Moran Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Plante Moran Financial Advisors’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	-46	Closed	-$2K	–	908
2016 Q4	$2K	Buy	+46	New	+$1.81K	﹤0.01%	845
2015 Q2	–	Sell	-1,342	Closed	-$50K	–	726
2015 Q1	$50K	Buy	+1,342	New	+$50.1K	0.03%	281

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JWA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Plante Moran Financial Advisors's DTD Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2017, closing a stake of 46 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in DTD in Q1 2015 and held it in 2 quarters. The position peaked at $50K in Q1 2015. 86 funds tracked by Wall St. Rank hold DTD as of Q1 2017.

Plante Moran Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 46 WisdomTree US Total Dividend Fund shares in Q1 2017, an estimated $2K.
Plante Moran Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 2 quarters.
Plante Moran Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $50K in Q1 2015.
86 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.