Tillar-Wenstrup Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Tillar-Wenstrup 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
2015 Q3	–	Sell	-195,230	Closed	-$7.14M	–	41
2015 Q2	$7.14M	Buy	195,230 +7,890	+4%	+$296K	6.47%	2
2015 Q1	$6.96M	Buy	187,340 +15,480	+9%	+$577K	6.8%	2
2014 Q4	$6.42M	Buy	171,860 +15,720	+10%	+$574K	6.21%	2
2014 Q3	$5.57M	Buy	156,140 +9,780	+7%	+$351K	5.15%	2
2014 Q2	$5.24M	Buy	+146,360	New	+$5.09M	4.2%	3

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Achievement Holdings Chicago, Illinois $1.2B AUM 9.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tillar-Wenstrup Advisors's DTD Position: Q3 2015 in Review

Tillar-Wenstrup Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2015, closing a stake of 195,230 shares — an estimated $7.14M sold.

Tillar-Wenstrup Advisors first reported a position in DTD in Q2 2014 and held it in 5 quarters. The position peaked at $7.14M in Q2 2015. 59 funds tracked by Wall St. Rank hold DTD as of Q3 2015.

Tillar-Wenstrup Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2015 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 195,230 WisdomTree US Total Dividend Fund shares in Q3 2015, an estimated $7.14M.
Tillar-Wenstrup Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2014 and held it in 5 quarters.
Tillar-Wenstrup Advisors's WisdomTree US Total Dividend Fund position peaked at $7.14M in Q2 2015.
59 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2015.

Based on Tillar-Wenstrup Advisors's 13F filing for Q3 2015, filed 22 Oct 2015.