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Thomaspartners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Thomaspartners’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
2013
Q3 		– Sell
-534
Closed -$19K – 148
2013
Q2 		$19K Buy
+534
New +$16.2K ﹤0.01% 178

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Thomaspartners's DTD Position: Q3 2013 in Review

Thomaspartners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2013, closing a stake of 534 shares — an estimated $19K sold.

Thomaspartners first reported a position in DTD in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 39 funds tracked by Wall St. Rank hold DTD as of Q3 2013.

  • Thomaspartners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 534 WisdomTree US Total Dividend Fund shares in Q3 2013, an estimated $19K.
  • Thomaspartners first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's WisdomTree US Total Dividend Fund position peaked at $19K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.