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

Synovus Financial’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 Q2	–	Sell	-600	Closed	-$23K	–	1698
2020 Q1	$23K	Buy	+600	New	+$29.1K	﹤0.01%	1319
2017 Q3	–	Sell	-600	Closed	-$26K	–	602
2017 Q2	$26K	Buy	+600	New	+$25.4K	﹤0.01%	692

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

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

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

SMG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Synovus Financial's DTD Position: Q2 2020 in Review

Synovus Financial sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 600 shares — an estimated $23K sold.

Synovus Financial first reported a position in DTD in Q2 2017 and held it in 2 quarters. The position peaked at $26K in Q2 2017. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Synovus Financial reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
Synovus Financial sold 600 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $23K.
Synovus Financial first reported a position in WisdomTree US Total Dividend Fund in Q2 2017 and held it in 2 quarters.
Synovus Financial's WisdomTree US Total Dividend Fund position peaked at $26K in Q2 2017.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.