Alexandria Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Alexandria Capital’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 Q3	–	Sell	-168	Closed	-$4K	–	566
2017 Q2	$4K	Hold	168	–	–	﹤0.01%	508
2017 Q1	$4K	Hold	168	–	–	﹤0.01%	501
2016 Q4	$5K	Buy	168 +3	+2%	+$78	﹤0.01%	471
2016 Q3	$4K	Hold	165	–	–	﹤0.01%	504
2016 Q2	$4K	Buy	165 +3	+2%	+$70	﹤0.01%	499
2016 Q1	$4K	Hold	162	–	–	﹤0.01%	510
2015 Q4	$4K	Hold	162	–	–	﹤0.01%	546
2015 Q3	$3K	Buy	162 +3	+2%	+$67	﹤0.01%	519
2015 Q2	$4K	Hold	159	–	–	﹤0.01%	510
2015 Q1	$4K	Buy	159 +3	+2%	+$71	﹤0.01%	505
2014 Q4	$4K	Hold	156	–	–	﹤0.01%	473
2014 Q3	$3K	Hold	156	–	–	﹤0.01%	487
2014 Q2	$4K	Hold	156	–	–	﹤0.01%	467
2014 Q1	$4K	Hold	156	–	–	﹤0.01%	474
2013 Q4	$4K	Hold	156	–	–	﹤0.01%	480
2013 Q3	$3K	Hold	156	–	–	﹤0.01%	517
2013 Q2	$3K	Buy	+156	New	+$2.99K	﹤0.01%	563

Other funds holding DES

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Alexandria Capital's DES Position: Q3 2017 in Review

Alexandria Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 168 shares — an estimated $4K sold.

Alexandria Capital first reported a position in DES in Q2 2013 and held it in 17 quarters. The position peaked at $5K in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q3 2017.

Alexandria Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Alexandria Capital sold 168 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $4K.
Alexandria Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 17 quarters.
Alexandria Capital's WisdomTree US SmallCap Dividend Fund position peaked at $5K in Q4 2016.
189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on Alexandria Capital's 13F filing for Q3 2017, filed 27 Oct 2017.