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

Aviance Capital Management’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 Q1	–	Sell	-177	Closed	-$4K	–	241
2018 Q4	$4K	Hold	177	–	–	﹤0.01%	209
2018 Q3	$5K	Buy	+177	New	+$5.33K	﹤0.01%	192
2018 Q2	–	Sell	-177	Closed	-$5K	–	219
2018 Q1	$5K	Hold	177	–	–	﹤0.01%	243
2017 Q4	$5K	Hold	177	–	–	﹤0.01%	250
2017 Q3	$5K	Hold	177	–	–	﹤0.01%	271
2017 Q2	$5K	Buy	+177	New	+$4.75K	﹤0.01%	282
2014 Q2	–	Sell	-21,048	Closed	-$479K	–	295
2014 Q1	$479K	Buy	21,048 +14,637	+228%	+$325K	0.02%	209
2013 Q4	$145K	Sell	6,411 -834	-12%	-$18.2K	0.08%	159
2013 Q3	$151K	Buy	+7,245	New	+$149K	0.09%	148

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

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

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

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

UCFA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aviance Capital Management's DES Position: Q1 2019 in Review

Aviance Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 177 shares — an estimated $4K sold.

Aviance Capital Management first reported a position in DES in Q3 2013 and held it in 9 quarters. The position peaked at $479K in Q1 2014. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

Aviance Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Aviance Capital Management sold 177 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $4K.
Aviance Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2013 and held it in 9 quarters.
Aviance Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $479K in Q1 2014.
251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.