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Disclosery

3D ASSET MANAGEMENT, INC

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13F filer, CIK 1359371, Hartford, CT

3D ASSET MANAGEMENT, INC reported $335,897,000 across 53 holdings for the quarter ended 2020-03-31, in a 13F-HR filed 2020-05-07. Its ten largest share positions make up 73.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-20-001344

Period
2020-03-31
Reported value
$336M
Holdings
53
Top 10 weight
73.35%
New
8
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DGREnew+742,633$14.3M
DGSadded+333,845$11M
EZMadded+280,365$7.41M
BCInew+328,671$5.74M
QDEFadded+131,099$4.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TLTEexited-352,337-$18.7M
EEMSexited-407,272-$18.4M
IVLUreduced-594,013-$10.5M
AGGYreduced-82,772-$4.28M
GQREreduced-85,240-$4.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2020

Share positions as resolved from 13F-HR 0001085146-20-001344, largest first. % of portfolio is the value over $335,897,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 784,095 shares; 2019Q1: 847,660 shares; 2019Q2: 824,117 shares; 2019Q3: 805,693 shares; 2019Q4: 773,018 shares; 2020Q1: 690,246 shares 690,246$35.7M10.61%-82,772Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 380,379 shares; 2019Q1: 395,182 shares; 2019Q2: 377,563 shares; 2019Q3: 386,637 shares; 2019Q4: 363,991 shares; 2020Q1: 371,480 shares 371,480$33.1M9.85%+7,489Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 721,281 shares; 2019Q1: 724,488 shares; 2019Q2: 684,697 shares; 2019Q3: 695,882 shares; 2019Q4: 688,311 shares; 2020Q1: 819,410 shares 819,410$29.8M8.88%+131,099Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,023,345 shares; 2019Q4: 983,471 shares; 2020Q1: 1,157,135 shares 1,157,135$29.5M8.78%+173,664Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,047,763 shares; 2019Q1: 1,065,781 shares; 2019Q2: 1,005,936 shares; 2019Q3: 1,046,684 shares; 2019Q4: 1,022,252 shares; 2020Q1: 1,007,025 shares 1,007,025$23.2M6.91%-15,227Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 572,249 shares; 2019Q1: 565,808 shares; 2019Q2: 553,096 shares; 2019Q3: 564,642 shares; 2019Q4: 552,429 shares; 2020Q1: 832,794 shares 832,794$22M6.55%+280,365Timeline
IQDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 951,575 shares; 2019Q1: 959,808 shares; 2019Q2: 942,974 shares; 2019Q3: 963,534 shares; 2019Q4: 945,709 shares; 2020Q1: 1,213,200 shares 1,213,200$21.5M6.4%+267,491Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 559,257 shares; 2019Q1: 581,148 shares; 2019Q2: 553,943 shares; 2019Q3: 479,972 shares; 2019Q4: 470,280 shares; 2020Q1: 406,135 shares 406,135$19.5M5.81%-64,145Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: 398,761 shares; 2019Q2: 386,456 shares; 2019Q3: 387,022 shares; 2019Q4: 372,641 shares; 2020Q1: 348,299 shares 348,299$17.8M5.29%-24,342Timeline
DGREWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 742,633 shares 742,633$14.3M4.25%newTimeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 487,125 shares; 2019Q1: 480,793 shares; 2019Q2: 470,272 shares; 2019Q3: 489,532 shares; 2019Q4: 479,379 shares; 2020Q1: 564,287 shares 564,287$12.6M3.75%+84,908Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,474,230 shares; 2019Q1: 1,518,120 shares; 2019Q2: 1,478,200 shares; 2019Q3: 1,286,483 shares; 2019Q4: 1,270,067 shares; 2020Q1: 676,054 shares 676,054$11.9M3.54%-594,013Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 15,378 shares; 2019Q1: 15,188 shares; 2019Q2: 14,506 shares; 2019Q3: 14,498 shares; 2019Q4: 14,180 shares; 2020Q1: 348,025 shares 348,025$11.5M3.42%+333,845Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 140,273 shares; 2019Q3: 138,218 shares; 2019Q4: 138,263 shares; 2020Q1: 144,009 shares 144,009$7.26M2.16%+5,746Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 446,444 shares; 2019Q1: 439,711 shares; 2019Q2: 283,875 shares; 2019Q3: 277,183 shares; 2019Q4: 275,909 shares; 2020Q1: 263,200 shares 263,200$7.24M2.15%-12,709Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 103,022 shares; 2019Q1: 100,674 shares; 2019Q2: 64,980 shares; 2019Q3: 63,341 shares; 2019Q4: 63,487 shares; 2020Q1: 59,733 shares 59,733$6.75M2.01%-3,754Timeline
GQREFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 253,642 shares; 2019Q1: 246,720 shares; 2019Q2: 233,885 shares; 2019Q3: 232,604 shares; 2019Q4: 221,598 shares; 2020Q1: 136,358 shares 136,358$6.46M1.92%-85,240Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 328,671 shares 328,671$5.74M1.71%newTimeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 71,580 shares 71,580$2.93M0.87%newTimeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 60,419 shares; 2019Q1: 61,214 shares; 2019Q2: 61,919 shares; 2019Q3: 62,966 shares; 2019Q4: 69,794 shares; 2020Q1: 72,150 shares 72,150$2.05M0.61%+2,356Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 18,137 shares; 2019Q1: 17,970 shares; 2019Q2: 16,877 shares; 2019Q3: 16,489 shares; 2019Q4: 16,253 shares; 2020Q1: 10,415 shares 10,415$1.11M0.33%-5,838Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 7,093 shares; 2019Q1: 7,523 shares; 2019Q2: 7,214 shares; 2019Q3: 8,140 shares; 2019Q4: 8,311 shares; 2020Q1: 8,744 shares 8,744$1.11M0.33%+433Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 31,813 shares; 2019Q1: 31,634 shares; 2019Q2: 29,188 shares; 2019Q3: 28,266 shares; 2019Q4: 27,012 shares; 2020Q1: 20,086 shares 20,086$1.08M0.32%-6,926Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35,531 shares; 2019Q1: 46,097 shares; 2019Q2: 46,467 shares; 2019Q3: 46,851 shares; 2019Q4: 44,027 shares; 2020Q1: 50,844 shares 50,844$1.05M0.31%+6,817
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35,825 shares; 2019Q1: 29,770 shares; 2019Q2: 29,995 shares; 2019Q3: 30,221 shares; 2019Q4: 33,819 shares; 2020Q1: 39,798 shares 39,798$825K0.25%+5,979
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 15,459 shares; 2019Q1: 16,669 shares; 2019Q2: 16,971 shares; 2019Q3: 20,055 shares; 2019Q4: 20,785 shares; 2020Q1: 22,614 shares 22,614$644K0.19%+1,829Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,966 shares; 2019Q1: 3,164 shares; 2019Q2: 3,170 shares; 2019Q3: 3,622 shares; 2019Q4: 3,684 shares; 2020Q1: 3,325 shares 3,325$633K0.19%-359Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 34,385 shares; 2019Q1: 33,835 shares; 2019Q2: 33,538 shares; 2019Q3: 32,505 shares; 2019Q4: 31,568 shares; 2020Q1: 19,473 shares 19,473$589K0.18%-12,095Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,064 shares; 2019Q1: 15,875 shares; 2019Q2: 16,793 shares; 2019Q3: 19,949 shares; 2019Q4: 20,774 shares; 2020Q1: 24,167 shares 24,167$550K0.16%+3,393Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,793 shares; 2019Q1: 3,738 shares; 2019Q2: 3,127 shares; 2019Q3: 2,998 shares; 2019Q4: 2,949 shares; 2020Q1: 2,109 shares 2,109$545K0.16%-840Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 13,188 shares; 2019Q1: 14,219 shares; 2019Q2: 14,563 shares; 2019Q3: 16,797 shares; 2019Q4: 17,397 shares; 2020Q1: 18,497 shares 18,497$489K0.15%+1,100Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 21,157 shares; 2019Q1: 19,645 shares; 2019Q2: 19,784 shares; 2019Q3: 19,925 shares; 2019Q4: 20,074 shares; 2020Q1: 22,250 shares 22,250$471K0.14%+2,176
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 29,134 shares; 2019Q1: 21,164 shares; 2019Q2: 19,984 shares; 2019Q3: 19,871 shares; 2019Q4: 19,823 shares; 2020Q1: 9,388 shares 9,388$440K0.13%-10,435Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 2,430 shares; 2019Q1: 2,653 shares; 2019Q2: 2,727 shares; 2019Q3: 3,187 shares; 2019Q4: 3,282 shares; 2020Q1: 3,098 shares 3,098$427K0.13%-184Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 8,044 shares; 2019Q1: 8,096 shares; 2019Q2: 7,853 shares; 2019Q3: 7,660 shares; 2019Q4: 7,743 shares; 2020Q1: 7,409 shares 7,409$407K0.12%-334Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 14,520 shares; 2019Q1: 16,765 shares; 2019Q2: 16,872 shares; 2019Q3: 20,111 shares; 2019Q4: 20,552 shares; 2020Q1: 22,137 shares 22,137$402K0.12%+1,585Timeline
FITESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,766 shares; 2019Q1: 10,370 shares; 2019Q2: 10,272 shares; 2019Q3: 11,692 shares; 2019Q4: 11,992 shares; 2020Q1: 12,623 shares 12,623$387K0.12%+631Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 17,540 shares; 2019Q1: 16,738 shares; 2019Q2: 15,679 shares; 2019Q3: 15,353 shares; 2019Q4: 15,114 shares; 2020Q1: 11,109 shares 11,109$364K0.11%-4,005Timeline
JACOBS ENGINEERING GROUP INCJACOBS ENGINEERING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,485 shares; 2019Q1: 4,485 shares; 2019Q2: 4,485 shares; 2019Q3: 4,485 shares; 2019Q4: 4,485 shares; 2020Q1: 4,485 shares 4,485$356K0.11%0
SIMSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 11,057 shares; 2019Q1: 11,922 shares; 2019Q2: 12,039 shares; 2019Q3: 14,018 shares; 2019Q4: 14,340 shares; 2020Q1: 15,298 shares 15,298$354K0.11%+958Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 35,477 shares; 2019Q1: 34,155 shares; 2019Q2: 34,018 shares; 2019Q3: 33,720 shares; 2019Q4: 33,379 shares; 2020Q1: 16,177 shares 16,177$331K0.1%-17,202Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 23,059 shares; 2019Q1: 13,439 shares; 2019Q2: 12,806 shares; 2019Q3: 11,923 shares; 2019Q4: 11,092 shares; 2020Q1: 15,009 shares 15,009$315K0.09%+3,917
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 4,113 shares; 2019Q1: 4,083 shares; 2019Q2: 4,075 shares; 2019Q3: 3,984 shares; 2019Q4: 3,865 shares; 2020Q1: 2,817 shares 2,817$279K0.08%-1,048Timeline
CEWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 31,043 shares; 2019Q1: 30,966 shares; 2019Q2: 30,880 shares; 2019Q3: 29,819 shares; 2019Q4: 28,556 shares; 2020Q1: 15,820 shares 15,820$262K0.08%-12,736Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 12,479 shares 12,479$260K0.08%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,062 shares 4,062$240K0.07%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 7,386 shares 7,386$229K0.07%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,054 shares 4,054$225K0.07%newTimeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 16,081 shares; 2019Q1: 15,017 shares; 2019Q2: 14,167 shares; 2019Q3: 13,988 shares; 2019Q4: 13,925 shares; 2020Q1: 9,914 shares 9,914$205K0.06%-4,011Timeline
FLEXSHARES TR CUR HDG EM IDXFLEXSHARES TR CUR HDG EM IDXQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 9,902 shares; 2019Q1: 9,180 shares; 2019Q2: 9,180 shares; 2019Q3: 9,180 shares; 2019Q4: 9,180 shares; 2020Q1: 9,180 shares 9,180$205K0.06%0
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 20,429 shares; 2019Q1: 20,207 shares; 2019Q2: 20,237 shares; 2019Q3: 19,858 shares; 2019Q4: 19,422 shares; 2020Q1: 11,426 shares 11,426$189K0.06%-7,996Timeline
GLOBAL X FDSGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 1,197,863 shares; 2019Q1: 1,209,687 shares; 2019Q2: 1,112,671 shares; 2019Q3: 19,698 shares; 2019Q4: 19,717 shares; 2020Q1: 19,573 shares 19,573$120K0.04%-144
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: 10,078 shares; 2019Q1: 10,118 shares; 2019Q2: 10,166 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,000 shares 10,000$23K0.01%newTimeline

Sold out in Q1 2020

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLTEFLEXSHARES TR352,337$18.7Mshares
EEMSISHARES INC407,272$18.4Mshares
FLRNSPDR SERIES TRUST100,671$3.09Mshares
DNLWISDOMTREE TR9,347$615Kshares
IEMGISHARES INC9,814$528Kshares
DEMWISDOMTREE TR10,274$470Kshares
IWOISHARES TR1,771$379Kshares
IWNISHARES TR2,686$345Kshares
ICFISHARES TR2,852$334Kshares
SCHPSCHWAB STRATEGIC TR5,855$332Kshares
SCHFSCHWAB STRATEGIC TR9,732$327Kshares
HEDJWISDOMTREE TR4,413$312Kshares
DIMWISDOMTREE TR4,411$290Kshares
FEMSFIRST TR EXCH TRD ALPHDX FD7,097$280Kshares
STIPISHARES TR2,172$219Kshares
RWRSPDR SERIES TRUST2,118$216Kshares

How Q1 2020 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-20-001344 base2020-05-07acceptance time not in the bulk data set