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

Washington 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
2014
Q1 		– Sell
-1,250
Closed -$42K – 187
2013
Q4 		$42K Buy
+1,250
New +$40.5K 0.01% 184

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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Washington Capital Management's DTD Position: Q1 2014 in Review

Washington Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2014, closing a stake of 1,250 shares — an estimated $42K sold.

Washington Capital Management first reported a position in DTD in Q4 2013 and held it in 1 quarter. The position peaked at $42K in Q4 2013. 42 funds tracked by Wall St. Rank hold DTD as of Q1 2014.

  • Washington Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Washington Capital Management sold 1,250 WisdomTree US Total Dividend Fund shares in Q1 2014, an estimated $42K.
  • Washington Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Washington Capital Management's WisdomTree US Total Dividend Fund position peaked at $42K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2014.

Based on Washington Capital Management's 13F filing for Q1 2014, filed 9 May 2014.