Advisory Alpha’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Advisory Alpha’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
2020 Q2	–	Sell	-133	Closed	-$2.46K	–	200
2020 Q1	$2.46K	Sell	133 -349	-72%	-$8.63K	﹤0.01%	581
2019 Q4	$13.7K	Buy	482 +349	+262%	+$9.73K	﹤0.01%	453
2019 Q3	$3.51K	Buy	+133	New	+$3.55K	﹤0.01%	590
2017 Q3	–	Sell	-12	Closed	–	–	122
2017 Q2	$0	Buy	+12	New	+$322	﹤0.01%	130
2016 Q4	–	Sell	-2,559	Closed	-$64K	–	96
2016 Q3	$64K	Sell	2,559 -315	-11%	-$7.82K	0.03%	76
2016 Q2	$69K	Sell	2,874 -168	-6%	-$3.9K	0.03%	54
2016 Q1	$70K	Sell	3,042 -11,235	-79%	-$234K	0.04%	53
2015 Q4	$307K	Sell	14,277 -531	-4%	-$11.8K	0.18%	42
2015 Q3	$311K	Sell	14,808 -669	-4%	-$14.9K	0.21%	28
2015 Q2	$363K	Sell	15,477 -1,728	-10%	-$41.1K	0.23%	26
2015 Q1	$413K	Buy	17,205 +1,893	+12%	+$44.5K	0.27%	26
2014 Q4	$362K	Buy	15,312 +531	+4%	+$12.1K	0.25%	26
2014 Q3	$315K	Buy	14,781 +2,271	+18%	+$51.6K	0.21%	26
2014 Q2	$292K	Sell	12,510 -1,233	-9%	-$27.9K	0.2%	26
2014 Q1	$313K	Sell	13,743 -111	-0.8%	-$2.46K	0.22%	26
2013 Q4	$313K	Buy	+13,854	New	+$302K	0.22%	25

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Advisory Alpha's DES Position: Q2 2020 in Review

Advisory Alpha sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 133 shares — an estimated $2.46K sold.

Advisory Alpha first reported a position in DES in Q4 2013 and held it in 16 quarters. The position peaked at $413K in Q1 2015. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

Advisory Alpha reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 133 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $2.46K.
Advisory Alpha first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and held it in 16 quarters.
Advisory Alpha's WisdomTree US SmallCap Dividend Fund position peaked at $413K in Q1 2015.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.