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

Achievement Holdings Chicago, Illinois $1.2B AUM 9.2% 1-Year Est. Return

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

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

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $807M AUM 65.46% 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 $16.3B AUM 16.34% 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.