Tradition Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Tradition Asset Management’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	$451K	Sell	10,018 -96	-0.9%	-$4.18K	0.13%	123
2020 Q1	$396K	Buy	10,114 +242	+2%	+$11.7K	0.13%	127
2019 Q4	$521K	Sell	9,872 -414	-4%	-$21.1K	0.13%	128
2019 Q3	$509K	Hold	10,286	–	–	0.13%	132
2019 Q2	$499K	Buy	+10,286	New	+$493K	0.13%	131

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

Tradition Asset Management's DTD Position: Q2 2020 in Review

Tradition Asset Management reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.95% in Q2 2020, selling an estimated $4.18K and leaving 10,018 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #123.

Tradition Asset Management first reported a position in DTD in Q2 2019 and has held it in 5 quarters since. The position peaked at $521K in Q4 2019. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

Tradition Asset Management held 10,018 shares of WisdomTree US Total Dividend Fund worth $451K as of Q2 2020.
Tradition Asset Management sold 96 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $4.18K.
WisdomTree US Total Dividend Fund made up 0.13% of Tradition Asset Management's portfolio in Q2 2020, its #123 holding.
Tradition Asset Management first reported a position in WisdomTree US Total Dividend Fund in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's WisdomTree US Total Dividend Fund position peaked at $521K in Q4 2019.
111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.