UCFA
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United Capital Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

United Capital 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
2021
Q1 		– Sell
-9,682
Closed -$508K – 1197
2020
Q4 		$508K Sell
9,682
-48,650
-83% -$2.42M ﹤0.01% 843
2020
Q3 		$2.74M Sell
58,332
-4,668
-7% -$220K 0.02% 438
2020
Q2 		$2.84M Sell
63,000
-1,630
-3% -$71K 0.02% 452
2020
Q1 		$2.53M Buy
64,630
+2,442
+4% +$118K 0.02% 458
2019
Q4 		$3.28M Buy
62,188
+362
+0.6% +$18.4K 0.02% 496
2019
Q3 		$3.06M Buy
61,826
+8,676
+16% +$423K 0.02% 508
2019
Q2 		$2.58M Buy
53,150
+10,194
+24% +$488K 0.02% 550
2019
Q1 		$2.03M Buy
42,956
+80
+0.2% +$3.66K 0.01% 585
2018
Q4 		$1.81M Sell
42,876
-278
-0.6% -$12.6K 0.01% 580
2018
Q3 		$2.07M Buy
43,154
+128
+0.3% +$6.07K 0.01% 604
2018
Q2 		$1.96M Sell
43,026
-600
-1% -$27.2K 0.01% 597
2018
Q1 		$1.94M Sell
43,626
-510
-1% -$23.6K 0.01% 595
2017
Q4 		$2.05M Sell
44,136
-1,074
-2% -$48.6K 0.02% 579
2017
Q3 		$1.98M Sell
45,210
-944
-2% -$40.6K 0.02% 576
2017
Q2 		$1.96M Sell
46,154
-484
-1% -$20.5K 0.02% 582
2017
Q1 		$1.96M Sell
46,638
-1,108
-2% -$46.1K 0.02% 576
2016
Q4 		$1.94M Sell
47,746
-2,610
-5% -$103K 0.02% 572
2016
Q3 		$1.97M Sell
50,356
-4,008
-7% -$157K 0.02% 593
2016
Q2 		$2.09M Sell
54,364
-2,326
-4% -$87.1K 0.02% 541
2016
Q1 		$2.1M Sell
56,690
-924
-2% -$32.3K 0.02% 520
2015
Q4 		$2.06M Sell
57,614
-1,980
-3% -$71.4K 0.02% 542
2015
Q3 		$2.02M Sell
59,594
-19,552
-25% -$697K 0.02% 522
2015
Q2 		$2.9M Sell
79,146
-62,630
-44% -$2.35M 0.03% 493
2015
Q1 		$5.3M Sell
141,776
-5,180
-4% -$193K 0.06% 320
2014
Q4 		$5.49M Buy
146,956
+2,430
+2% +$88.7K 0.08% 245
2014
Q3 		$5.16M Buy
144,526
+8,484
+6% +$304K 0.09% 249
2014
Q2 		$4.87M Buy
136,042
+18,728
+16% +$652K 0.09% 246
2014
Q1 		$4M Buy
+117,314
New +$3.89M 0.09% 236

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's DTD Position: Q1 2021 in Review

United Capital Financial Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2021, closing a stake of 9,682 shares — an estimated $508K sold.

United Capital Financial Advisors first reported a position in DTD in Q1 2014 and held it in 28 quarters. The position peaked at $5.49M in Q4 2014. 128 funds tracked by Wall St. Rank hold DTD as of Q1 2021.

  • United Capital Financial Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,682 WisdomTree US Total Dividend Fund shares in Q1 2021, an estimated $508K.
  • United Capital Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2014 and held it in 28 quarters.
  • United Capital Financial Advisors's WisdomTree US Total Dividend Fund position peaked at $5.49M in Q4 2014.
  • 128 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.