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SII Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

SII Investments’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
Q4 		– Sell
-6,072
Closed -$217K – 516
2014
Q3 		$217K Buy
+6,072
New +$218K 0.03% 442

Other funds holding DTD

AH
Achievement Holdings Chicago, Illinois $1.2B AUM 9.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 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 $617B AUM 30.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SII Investments's DTD Position: Q4 2014 in Review

SII Investments sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2014, closing a stake of 6,072 shares — an estimated $217K sold.

SII Investments first reported a position in DTD in Q3 2014 and held it in 1 quarter. The position peaked at $217K in Q3 2014. 61 funds tracked by Wall St. Rank hold DTD as of Q4 2014.

  • SII Investments reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • SII Investments sold 6,072 WisdomTree US Total Dividend Fund shares in Q4 2014, an estimated $217K.
  • SII Investments first reported a position in WisdomTree US Total Dividend Fund in Q3 2014 and held it in 1 quarter.
  • SII Investments's WisdomTree US Total Dividend Fund position peaked at $217K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2014.

Based on SII Investments's 13F filing for Q4 2014, filed 6 Feb 2015.