WFG Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

WFG Advisors’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
2017 Q2	$56K	Buy	1,324 +2	+0.2%	+$85	0.01%	674
2017 Q1	$56K	Sell	1,322 -2,226	-63%	-$92.6K	0.01%	627
2016 Q4	$144K	Sell	3,548 -4,338	-55%	-$171K	0.04%	449
2016 Q3	$308K	Buy	7,886 +34	+0.4%	+$1.33K	0.08%	267
2016 Q2	$301K	Buy	7,852 +86	+1%	+$3.22K	0.08%	242
2016 Q1	$288K	Buy	7,766 +24	+0.3%	+$838	0.08%	240
2015 Q4	$277K	Buy	7,742 +34	+0.4%	+$1.23K	0.08%	233
2015 Q3	$262K	Buy	7,708 +824	+12%	+$29.4K	0.08%	236
2015 Q2	$252K	Buy	6,884 +2,958	+75%	+$111K	0.07%	280
2015 Q1	$146K	Buy	3,926 +1,790	+84%	+$66.8K	0.04%	431
2014 Q4	$80K	Buy	2,136 +6	+0.3%	+$219	0.02%	712
2014 Q3	$76K	Buy	2,130 +6	+0.3%	+$215	0.01%	765
2014 Q2	$76K	Buy	2,124 +6	+0.3%	+$209	0.01%	755
2014 Q1	$72K	Sell	2,118 -1,514	-42%	-$50.2K	0.01%	759
2013 Q4	$122K	Sell	3,632 -602	-14%	-$19.5K	0.02%	668
2013 Q3	$131K	Sell	4,234 -594	-12%	-$18.5K	0.02%	614
2013 Q2	$146K	Buy	+4,828	New	+$147K	0.02%	546

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's DTD Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 0.15% in Q2 2017, buying an estimated $85 and bringing the position to 1,324 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #674.

WFG Advisors first reported a position in DTD in Q2 2013 and has held it in 17 quarters since. The position peaked at $308K in Q3 2016. 84 funds tracked by Wall St. Rank hold DTD as of Q2 2017.

WFG Advisors held 1,324 shares of WisdomTree US Total Dividend Fund worth $56K as of Q2 2017.
WFG Advisors bought 2 WisdomTree US Total Dividend Fund shares in Q2 2017, an estimated $85.
WisdomTree US Total Dividend Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #674 holding.
WFG Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree US Total Dividend Fund position peaked at $308K in Q3 2016.
84 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.