Advocacy Wealth Management Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Advocacy Wealth Management Services’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
2017 Q4	–	Sell	-3,585	Closed	-$96K	–	226
2017 Q3	$96K	Buy	+3,585	New	+$95.8K	0.04%	41
2017 Q2	–	Sell	-3,585	Closed	-$96K	–	282
2017 Q1	$96K	Hold	3,585	–	–	0.03%	51
2016 Q4	$99K	Hold	3,585	–	–	0.03%	47
2016 Q3	$90K	Hold	3,585	–	–	0.03%	76
2016 Q2	$86K	Sell	3,585 -90	-2%	-$2.09K	0.04%	104
2016 Q1	$84K	Buy	3,675 +1,758	+92%	+$36.7K	0.06%	139
2015 Q4	$41K	Buy	+1,917	New	+$42.5K	0.05%	182

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

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

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

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

UCFA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Advocacy Wealth Management Services's DES Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2017, closing a stake of 3,585 shares — an estimated $96K sold.

Advocacy Wealth Management Services first reported a position in DES in Q4 2015 and held it in 7 quarters. The position peaked at $99K in Q4 2016. 226 funds tracked by Wall St. Rank hold DES as of Q4 2017.

Advocacy Wealth Management Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 3,585 WisdomTree US SmallCap Dividend Fund shares in Q4 2017, an estimated $96K.
Advocacy Wealth Management Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 7 quarters.
Advocacy Wealth Management Services's WisdomTree US SmallCap Dividend Fund position peaked at $99K in Q4 2016.
226 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.