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WealthOne’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

WealthOne’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-54
Closed -$3K – 548
2018
Q4 		$3K Buy
+54
New +$3.52K ﹤0.01% 542

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's WDIV Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2019, closing a stake of 54 shares — an estimated $3K sold.

WealthOne first reported a position in WDIV in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 48 funds tracked by Wall St. Rank hold WDIV as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 54 State Street SPDR S&P Global Dividend ETF shares in Q1 2019, an estimated $3K.
  • WealthOne first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P Global Dividend ETF position peaked at $3K in Q4 2018.
  • 48 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.