SEIA
DTD icon

Signature Estate & Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Signature Estate & Investment 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
2018
Q4 		– Sell
-2,184
Closed -$105K – 179
2018
Q3 		$105K Sell
2,184
-226
-9% -$10.7K 0.01% 148
2018
Q2 		$110K Sell
2,410
-36,916
-94% -$1.67M 0.01% 153
2018
Q1 		$1.75M Sell
39,326
-6,130
-13% -$284K 0.18% 67
2017
Q4 		$2.11M Sell
45,456
-190
-0.4% -$8.59K 0.22% 66
2017
Q3 		$2M Buy
45,646
+2,154
+5% +$92.7K 0.22% 61
2017
Q2 		$1.85M Sell
43,492
-1,048
-2% -$44.3K 0.22% 54
2017
Q1 		$1.87M Buy
44,540
+5,680
+15% +$236K 0.23% 54
2016
Q4 		$1.58M Buy
38,860
+6,370
+20% +$250K 0.22% 57
2016
Q3 		$1.27M Buy
32,490
+5,368
+20% +$210K 0.19% 59
2016
Q2 		$1.04M Buy
27,122
+8,142
+43% +$305K 0.17% 64
2016
Q1 		$704K Buy
18,980
+2,688
+16% +$93.8K 0.12% 80
2015
Q4 		$584K Buy
+16,292
New +$588K 0.1% 83

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 $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Signature Estate & Investment Advisors's DTD Position: Q4 2018 in Review

Signature Estate & Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2018, closing a stake of 2,184 shares — an estimated $105K sold.

Signature Estate & Investment Advisors first reported a position in DTD in Q4 2015 and held it in 12 quarters. The position peaked at $2.11M in Q4 2017. 95 funds tracked by Wall St. Rank hold DTD as of Q4 2018.

  • Signature Estate & Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,184 WisdomTree US Total Dividend Fund shares in Q4 2018, an estimated $105K.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 12 quarters.
  • Signature Estate & Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $2.11M in Q4 2017.
  • 95 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.