Ruggie Capital Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ruggie Capital Group’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 Q3	–	Sell	-1,476	Closed	-$67K	–	255
2018 Q2	$67K	Hold	1,476	–	–	0.03%	159
2018 Q1	$66K	Hold	1,476	–	–	0.04%	129
2017 Q4	$69K	Hold	1,476	–	–	0.04%	122
2017 Q3	$65K	Hold	1,476	–	–	0.04%	114
2017 Q2	$63K	Hold	1,476	–	–	0.04%	119
2017 Q1	$62K	Buy	+1,476	New	+$61.4K	0.05%	107
2016 Q4	–	Sell	-1,476	Closed	-$58K	–	156
2016 Q3	$58K	Buy	+1,476	New	+$57.8K	0.05%	81

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ruggie Capital Group's DTD Position: Q3 2018 in Review

Ruggie Capital Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2018, closing a stake of 1,476 shares — an estimated $67K sold.

Ruggie Capital Group first reported a position in DTD in Q3 2016 and held it in 7 quarters. The position peaked at $69K in Q4 2017. 97 funds tracked by Wall St. Rank hold DTD as of Q3 2018.

Ruggie Capital Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2018 after selling out during the quarter.
Ruggie Capital Group sold 1,476 WisdomTree US Total Dividend Fund shares in Q3 2018, an estimated $67K.
Ruggie Capital Group first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 7 quarters.
Ruggie Capital Group's WisdomTree US Total Dividend Fund position peaked at $69K in Q4 2017.
97 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.