WSTAM
WDIV icon

Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-47
Closed -$3K – 1300
2018
Q3 		$3K Buy
+47
New +$3.22K ﹤0.01% 1351

Other funds holding WDIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WDIV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2018, closing a stake of 47 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WDIV in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 50 funds tracked by Wall St. Rank hold WDIV as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 47 State Street SPDR S&P Global Dividend ETF shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P Global Dividend ETF position peaked at $3K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.