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

Scotia Capital’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
2014
Q1 		– Sell
-27,270
Closed -$915K – 587
2013
Q4 		$915K Buy
27,270
+6,000
+28% +$195K 0.02% 280
2013
Q3 		$657K Hold
21,270
– – 0.02% 304
2013
Q2 		$642K Buy
+21,270
New +$645K 0.02% 268

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Scotia Capital's DTD Position: Q1 2014 in Review

Scotia Capital sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2014, closing a stake of 27,270 shares — an estimated $915K sold.

Scotia Capital first reported a position in DTD in Q2 2013 and held it in 3 quarters. The position peaked at $915K in Q4 2013. 42 funds tracked by Wall St. Rank hold DTD as of Q1 2014.

  • Scotia Capital reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Scotia Capital sold 27,270 WisdomTree US Total Dividend Fund shares in Q1 2014, an estimated $915K.
  • Scotia Capital first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 3 quarters.
  • Scotia Capital's WisdomTree US Total Dividend Fund position peaked at $915K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2014.

Based on Scotia Capital's 13F filing for Q1 2014, filed 14 May 2014.