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

Apriem 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
Q2 		– Sell
-525
Closed -$13K – 635
2015
Q1 		$13K Buy
+525
New +$12.4K ﹤0.01% 378
2014
Q4 		– Sell
-300
Closed -$6K – 524
2014
Q3 		$6K Buy
+300
New +$6.82K ﹤0.01% 424

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Apriem Advisors's DES Position: Q2 2015 in Review

Apriem Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2015, closing a stake of 525 shares — an estimated $13K sold.

Apriem Advisors first reported a position in DES in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q1 2015. 134 funds tracked by Wall St. Rank hold DES as of Q2 2015.

  • Apriem Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 525 WisdomTree US SmallCap Dividend Fund shares in Q2 2015, an estimated $13K.
  • Apriem Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2014 and held it in 2 quarters.
  • Apriem Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $13K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.