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YorkBridge Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-600
Closed -$26K – 887
2017
Q2 		$26K Hold
600
– – 0.01% 452
2017
Q1 		$25K Sell
600
-86
-13% -$3.58K 0.01% 452
2016
Q4 		$27K Buy
+686
New +$27K 0.02% 430

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

YorkBridge Wealth Partners's DTD Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2017, closing a stake of 600 shares — an estimated $26K sold.

YorkBridge Wealth Partners first reported a position in DTD in Q4 2016 and held it in 3 quarters. The position peaked at $27K in Q4 2016. 79 funds tracked by Wall St. Rank hold DTD as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 600 WisdomTree US Total Dividend Fund shares in Q3 2017, an estimated $26K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's WisdomTree US Total Dividend Fund position peaked at $27K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.