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

Tradition Capital 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
2019 Q1	$490K	Hold	10,358	–	–	0.13%	128
2018 Q4	$438K	Hold	10,358	–	–	0.14%	131
2018 Q3	$497K	Hold	10,358	–	–	0.13%	138
2018 Q2	$472K	Hold	10,358	–	–	0.13%	133
2018 Q1	$461K	Sell	10,358 -1,230	-11%	-$56.9K	0.13%	129
2017 Q4	$538K	Buy	11,588 +290	+3%	+$13.1K	0.15%	121
2017 Q3	$496K	Sell	11,298 -1,466	-11%	-$63.1K	0.16%	115
2017 Q2	$543K	Sell	12,764 -212	-2%	-$8.97K	0.18%	116
2017 Q1	$544K	Sell	12,976 -1,716	-12%	-$71.4K	0.18%	108
2016 Q4	$596K	Sell	14,692 -550	-4%	-$21.6K	0.2%	99
2016 Q3	$595K	Buy	15,242 +550	+4%	+$21.5K	0.21%	102
2016 Q2	$563K	Sell	14,692 -746	-5%	-$27.9K	0.19%	116
2016 Q1	$572K	Buy	+15,438	New	+$539K	0.19%	111

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

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

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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

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

Tradition Capital Management's DTD Position: Q1 2019 in Review

Tradition Capital Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2019 at 10,358 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #128.

Tradition Capital Management first reported a position in DTD in Q1 2016 and has held it in 13 quarters since. The position peaked at $596K in Q4 2016. 93 funds tracked by Wall St. Rank hold DTD as of Q1 2019.

Tradition Capital Management held 10,358 shares of WisdomTree US Total Dividend Fund worth $490K as of Q1 2019.
Tradition Capital Management left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2019.
WisdomTree US Total Dividend Fund made up 0.13% of Tradition Capital Management's portfolio in Q1 2019, its #128 holding.
Tradition Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2016 and has held it in 13 quarters since.
Tradition Capital Management's WisdomTree US Total Dividend Fund position peaked at $596K in Q4 2016.
93 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.