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

Valentine Capital 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
2015 Q4	$10K	Buy	+300	New	+$10.8K	0.01%	136

Other funds holding DTD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

JMPWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Valentine Capital Asset Management's DTD Position: Q4 2015 in Review

Valentine Capital Asset Management opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q4 2015: 300 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings.

66 funds tracked by Wall St. Rank hold DTD as of Q4 2015.

Valentine Capital Asset Management held 300 shares of WisdomTree US Total Dividend Fund worth $10K as of Q4 2015.
WisdomTree US Total Dividend Fund was a new Valentine Capital Asset Management position in Q4 2015.
WisdomTree US Total Dividend Fund made up 0.01% of Valentine Capital Asset Management's portfolio in Q4 2015, its #136 holding.
66 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2015.

Based on Valentine Capital Asset Management's 13F filing for Q4 2015, filed 17 Feb 2016.