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

Reilly 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
Q2 		– Sell
-664
Closed -$28K – 947
2017
Q1 		$28K Buy
+664
New +$27.6K ﹤0.01% 410

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Reilly Financial Advisors's DTD Position: Q2 2017 in Review

Reilly Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2017, closing a stake of 664 shares — an estimated $28K sold.

Reilly Financial Advisors first reported a position in DTD in Q1 2017 and held it in 1 quarter. The position peaked at $28K in Q1 2017. 84 funds tracked by Wall St. Rank hold DTD as of Q2 2017.

  • Reilly Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 664 WisdomTree US Total Dividend Fund shares in Q2 2017, an estimated $28K.
  • Reilly Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $28K in Q1 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.