Squar Milner Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Squar Milner Financial 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 Q3	–	Sell	-7,362	Closed	-$332K	–	51
2020 Q2	$332K	Sell	7,362 -3,130	-30%	-$136K	0.19%	136
2020 Q1	$410K	Sell	10,492 -100	-0.9%	-$4.85K	0.25%	87
2019 Q4	$559K	Buy	10,592 +3,306	+45%	+$168K	0.28%	77
2019 Q3	$342K	Sell	7,286 -3,636	-33%	-$177K	0.17%	141
2019 Q2	$531K	Hold	10,922	–	–	0.36%	58
2019 Q1	$516K	Hold	10,922	–	–	0.38%	51
2018 Q4	$462K	Sell	10,922 -74	-0.7%	-$3.36K	0.44%	50
2018 Q3	$528K	Sell	10,996 -1,750	-14%	-$83K	0.48%	46
2018 Q2	$581K	Hold	12,746	–	–	0.51%	39
2018 Q1	$568K	Sell	12,746 -470	-4%	-$21.8K	0.72%	39
2017 Q4	$640K	Buy	+13,216	New	+$598K	0.78%	34

Other funds holding DTD

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Squar Milner Financial Services's DTD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2020, closing a stake of 7,362 shares — an estimated $332K sold.

Squar Milner Financial Services first reported a position in DTD in Q4 2017 and held it in 11 quarters. The position peaked at $640K in Q4 2017. 111 funds tracked by Wall St. Rank hold DTD as of Q3 2020.

Squar Milner Financial Services reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 7,362 WisdomTree US Total Dividend Fund shares in Q3 2020, an estimated $332K.
Squar Milner Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's WisdomTree US Total Dividend Fund position peaked at $640K in Q4 2017.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.