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

Alera Investment Advisors’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
2019
Q2 		– Sell
-2,748
Closed -$76K – 311
2019
Q1 		$76K Sell
2,748
-420
-13% -$11.5K 0.04% 123
2018
Q4 		$78K Buy
+3,168
New +$86.2K 0.05% 134

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alera Investment Advisors's DES Position: Q2 2019 in Review

Alera Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2019, closing a stake of 2,748 shares — an estimated $76K sold.

Alera Investment Advisors first reported a position in DES in Q4 2018 and held it in 2 quarters. The position peaked at $78K in Q4 2018. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

  • Alera Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 2,748 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $76K.
  • Alera Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $78K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.