StrategIQ Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

StrategIQ Financial Group’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
2017 Q3	–	Sell	-5,472	Closed	-$233K	–	153
2017 Q2	$233K	Buy	5,472 +6	+0.1%	+$254	0.1%	132
2017 Q1	$230K	Buy	5,466 +6	+0.1%	+$250	0.1%	123
2016 Q4	$222K	Buy	5,460 +8	+0.1%	+$315	0.11%	120
2016 Q3	$213K	Buy	5,452 +8	+0.1%	+$313	0.12%	105
2016 Q2	$209K	Buy	+5,444	New	+$204K	0.12%	98

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

StrategIQ Financial Group's DTD Position: Q3 2017 in Review

StrategIQ Financial Group sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2017, closing a stake of 5,472 shares — an estimated $233K sold.

StrategIQ Financial Group first reported a position in DTD in Q2 2016 and held it in 5 quarters. The position peaked at $233K in Q2 2017. 79 funds tracked by Wall St. Rank hold DTD as of Q3 2017.

StrategIQ Financial Group reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2017 after selling out during the quarter.
StrategIQ Financial Group sold 5,472 WisdomTree US Total Dividend Fund shares in Q3 2017, an estimated $233K.
StrategIQ Financial Group first reported a position in WisdomTree US Total Dividend Fund in Q2 2016 and held it in 5 quarters.
StrategIQ Financial Group's WisdomTree US Total Dividend Fund position peaked at $233K in Q2 2017.
79 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2017.

Based on StrategIQ Financial Group's 13F filing for Q3 2017, filed 23 Oct 2017.