Shine Investment Advisory Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Shine Investment Advisory Services’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
2020 Q2	–	Sell	-1,400	Closed	-$55K	–	733
2020 Q1	$55K	Hold	1,400	–	–	0.03%	254
2019 Q4	$74K	Hold	1,400	–	–	0.03%	252
2019 Q3	$69K	Hold	1,400	–	–	0.03%	244
2019 Q2	$68K	Hold	1,400	–	–	0.03%	250
2019 Q1	$66K	Hold	1,400	–	–	0.03%	251
2018 Q4	$59K	Hold	1,400	–	–	0.03%	255
2018 Q3	$67K	Hold	1,400	–	–	0.04%	254
2018 Q2	$64K	Hold	1,400	–	–	0.03%	259
2018 Q1	$62K	Hold	1,400	–	–	0.03%	257
2017 Q4	$65K	Hold	1,400	–	–	0.03%	246
2017 Q3	$61K	Hold	1,400	–	–	0.03%	257
2017 Q2	$60K	Buy	+1,400	New	+$59.2K	0.03%	243

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Shine Investment Advisory Services's DTD Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 1,400 shares — an estimated $55K sold.

Shine Investment Advisory Services first reported a position in DTD in Q2 2017 and held it in 12 quarters. The position peaked at $74K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Shine Investment Advisory Services reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 1,400 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $55K.
Shine Investment Advisory Services first reported a position in WisdomTree US Total Dividend Fund in Q2 2017 and held it in 12 quarters.
Shine Investment Advisory Services's WisdomTree US Total Dividend Fund position peaked at $74K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.