SBSB
DTD icon

Sullivan, Bruyette, Speros & Blaney’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$113K Hold
2,000
– – 0.01% 396
2020
Q4 		$105K Buy
+2,000
New +$99.7K ﹤0.01% 385
2020
Q1 		– Sell
-2,000
Closed -$106K – 309
2019
Q4 		$106K Buy
+2,000
New +$102K 0.01% 336

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's DTD Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2021 at 2,000 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #396.

Sullivan, Bruyette, Speros & Blaney first reported a position in DTD in Q4 2019 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold DTD as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,000 shares of WisdomTree US Total Dividend Fund worth $113K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2021.
  • WisdomTree US Total Dividend Fund made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #396 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in WisdomTree US Total Dividend Fund in Q4 2019 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.