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

Wealthcare 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
2016 Q1	–	Sell	-522	Closed	-$19K	–	216
2015 Q4	$19K	Sell	522 -3,974	-88%	-$143K	﹤0.01%	118
2015 Q3	$153K	Sell	4,496 -2,252	-33%	-$80.3K	0.02%	51
2015 Q2	$247K	Sell	6,748 -11,000	-62%	-$412K	0.03%	42
2015 Q1	$659K	Buy	+17,748	New	+$662K	0.08%	39

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

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

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 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

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

Wealthcare Capital Management's DTD Position: Q1 2016 in Review

Wealthcare Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2016, closing a stake of 522 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in DTD in Q1 2015 and held it in 4 quarters. The position peaked at $659K in Q1 2015. 68 funds tracked by Wall St. Rank hold DTD as of Q1 2016.

Wealthcare Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2016 after selling out during the quarter.
Wealthcare Capital Management sold 522 WisdomTree US Total Dividend Fund shares in Q1 2016, an estimated $19K.
Wealthcare Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's WisdomTree US Total Dividend Fund position peaked at $659K in Q1 2015.
68 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2016.

Based on Wealthcare Capital Management's 13F filing for Q1 2016, filed 20 Sep 2017.