SignatureFD’s WisdomTree US Total Dividend Fund DTD Stock Holding History

SignatureFD’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 Q1	–	Sell	-1,888	Closed	-$100K	–	2317
2019 Q4	$100K	Buy	1,888 +1,244	+193%	+$63.3K	0.01%	705
2019 Q3	$32K	Buy	644 +6	+0.9%	+$292	﹤0.01%	1074
2019 Q2	$31K	Buy	638 +4	+0.6%	+$192	﹤0.01%	1058
2019 Q1	$30K	Buy	634 +4	+0.6%	+$183	﹤0.01%	1027
2018 Q4	$27K	Sell	630 -2,176	-78%	-$98.9K	﹤0.01%	1039
2018 Q3	$135K	Buy	2,806 +2,186	+353%	+$104K	0.01%	533
2018 Q2	$28K	Buy	+620	New	+$28.1K	﹤0.01%	1055

Other funds holding DTD

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SignatureFD's DTD Position: Q1 2020 in Review

SignatureFD sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2020, closing a stake of 1,888 shares — an estimated $100K sold.

SignatureFD first reported a position in DTD in Q2 2018 and held it in 7 quarters. The position peaked at $135K in Q3 2018. 116 funds tracked by Wall St. Rank hold DTD as of Q1 2020.

SignatureFD reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2020 after selling out during the quarter.
SignatureFD sold 1,888 WisdomTree US Total Dividend Fund shares in Q1 2020, an estimated $100K.
SignatureFD first reported a position in WisdomTree US Total Dividend Fund in Q2 2018 and held it in 7 quarters.
SignatureFD's WisdomTree US Total Dividend Fund position peaked at $135K in Q3 2018.
116 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2020.

Based on SignatureFD's 13F filing for Q1 2020, filed 23 Apr 2020.