Summit Financial Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Summit Financial Wealth Advisors’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
2018 Q3	–	Sell	-4,734	Closed	-$211K	–	147
2018 Q2	$211K	Hold	4,734	–	–	0.07%	124
2018 Q1	$211K	Hold	4,734	–	–	0.07%	133
2017 Q4	$220K	Sell	4,734 -2,166	-31%	-$97.9K	0.08%	131
2017 Q3	$303K	Sell	6,900 -422	-6%	-$18.2K	0.11%	109
2017 Q2	$311K	Sell	7,322 -414	-5%	-$17.5K	0.12%	114
2017 Q1	$325K	Buy	7,736 +234	+3%	+$9.73K	0.14%	111
2016 Q4	$305K	Sell	7,502 -140	-2%	-$5.5K	0.13%	112
2016 Q3	$298K	Sell	7,642 -410	-5%	-$16.1K	0.13%	113
2016 Q2	$309K	Sell	8,052 -1,494	-16%	-$56K	0.13%	109
2016 Q1	$354K	Buy	9,546 +150	+2%	+$5.24K	0.15%	104
2015 Q4	$337K	Buy	+9,396	New	+$339K	0.15%	102

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Summit Financial Wealth Advisors's DTD Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2018, closing a stake of 4,734 shares — an estimated $211K sold.

Summit Financial Wealth Advisors first reported a position in DTD in Q4 2015 and held it in 11 quarters. The position peaked at $354K in Q1 2016. 97 funds tracked by Wall St. Rank hold DTD as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 4,734 WisdomTree US Total Dividend Fund shares in Q3 2018, an estimated $211K.
Summit Financial Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 11 quarters.
Summit Financial Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $354K in Q1 2016.
97 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.