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

America First 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
2015 Q1	–	Sell	-294	Closed	-$7K	–	131
2014 Q4	$7K	Hold	294	–	–	﹤0.01%	117
2014 Q3	$6K	Hold	294	–	–	﹤0.01%	145
2014 Q2	$7K	Hold	294	–	–	﹤0.01%	132
2014 Q1	$7K	Hold	294	–	–	﹤0.01%	135
2013 Q4	$7K	Hold	294	–	–	﹤0.01%	155
2013 Q3	$6K	Hold	294	–	–	﹤0.01%	159
2013 Q2	$6K	Buy	+294	New	+$5.64K	﹤0.01%	127

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

UCFA

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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

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

America First Investment Advisors's DES Position: Q1 2015 in Review

America First Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2015, closing a stake of 294 shares — an estimated $7K sold.

America First Investment Advisors first reported a position in DES in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q4 2014. 134 funds tracked by Wall St. Rank hold DES as of Q1 2015.

America First Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
America First Investment Advisors sold 294 WisdomTree US SmallCap Dividend Fund shares in Q1 2015, an estimated $7K.
America First Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 7 quarters.
America First Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $7K in Q4 2014.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2015.

Based on America First Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.