Advisors Preferred’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Advisors Preferred’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-151,458	Closed	-$3.8M	–	206
2016 Q3	$3.8M	Buy	151,458 +95,679	+172%	+$2.38M	1.77%	13
2016 Q2	$1.33M	Buy	+55,779	New	+$1.29M	0.77%	38
2014 Q2	–	Sell	-37,257	Closed	-$848K	–	341
2014 Q1	$848K	Sell	37,257 -202,203	-84%	-$4.49M	0.39%	74
2013 Q4	$5.41M	Buy	+239,460	New	+$5.22M	2.99%	7

Other funds holding DES

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisors Preferred's DES Position: Q4 2016 in Review

Advisors Preferred sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2016, closing a stake of 151,458 shares — an estimated $3.8M sold.

Advisors Preferred first reported a position in DES in Q4 2013 and held it in 4 quarters. The position peaked at $5.41M in Q4 2013. 175 funds tracked by Wall St. Rank hold DES as of Q4 2016.

Advisors Preferred reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Advisors Preferred sold 151,458 WisdomTree US SmallCap Dividend Fund shares in Q4 2016, an estimated $3.8M.
Advisors Preferred first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and held it in 4 quarters.
Advisors Preferred's WisdomTree US SmallCap Dividend Fund position peaked at $5.41M in Q4 2013.
175 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2016.

Based on Advisors Preferred's 13F filing for Q4 2016, filed 10 Feb 2017.