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Virtu KCG Holdings’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Virtu KCG Holdings’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
Q1 		– Sell
-10,400
Closed -$260K – 2974
2015
Q4 		$260K Buy
+10,400
New +$375K ﹤0.01% 2352
2014
Q2 		– Sell
-18,200
Closed -$431K – 3729
2014
Q1 		$431K Buy
18,200
+6,200
+52% +$206K 0.01% 2125
2013
Q4 		$305K Buy
+12,000
New +$389K ﹤0.01% 2570

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Virtu KCG Holdings's DTD Position: Q2 2017 in Review

Virtu KCG Holdings sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2017, closing a stake of 7,298 shares — an estimated $306K sold.

Virtu KCG Holdings first reported a position in DTD in Q2 2015 and held it in 5 quarters. The position peaked at $3.23M in Q3 2016. 84 funds tracked by Wall St. Rank hold DTD as of Q2 2017.

  • Virtu KCG Holdings reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Virtu KCG Holdings sold 7,298 WisdomTree US Total Dividend Fund shares in Q2 2017, an estimated $306K.
  • Virtu KCG Holdings first reported a position in WisdomTree US Total Dividend Fund in Q2 2015 and held it in 5 quarters.
  • Virtu KCG Holdings's WisdomTree US Total Dividend Fund position peaked at $3.23M in Q3 2016.
  • 84 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2017.

Based on Virtu KCG Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.