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

Transamerica Financial 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
2016 Q2	–	Sell	-506	Closed	-$19K	–	472
2016 Q1	$19K	Buy	506 +4	+0.8%	+$140	﹤0.01%	485
2015 Q4	$18K	Sell	502 -116	-19%	-$4.18K	﹤0.01%	537
2015 Q3	$21K	Buy	618 +4	+0.7%	+$143	﹤0.01%	499
2015 Q2	$23K	Sell	614 -116	-16%	-$4.35K	﹤0.01%	543
2015 Q1	$28K	Buy	+730	New	+$27.2K	﹤0.01%	499

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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Transamerica Financial Advisors's DTD Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2016, closing a stake of 506 shares — an estimated $19K sold.

Transamerica Financial Advisors first reported a position in DTD in Q1 2015 and held it in 5 quarters. The position peaked at $28K in Q1 2015. 65 funds tracked by Wall St. Rank hold DTD as of Q2 2016.

Transamerica Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 506 WisdomTree US Total Dividend Fund shares in Q2 2016, an estimated $19K.
Transamerica Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $28K in Q1 2015.
65 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.