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

Brookstone 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
2015
Q4 		– Sell
-687
Closed -$14K – 318
2015
Q3 		$14K Hold
687
– – ﹤0.01% 949
2015
Q2 		$16K Buy
+687
New +$16.3K ﹤0.01% 961

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Brookstone Capital Management's DES Position: Q4 2015 in Review

Brookstone Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2015, closing a stake of 687 shares — an estimated $14K sold.

Brookstone Capital Management first reported a position in DES in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 147 funds tracked by Wall St. Rank hold DES as of Q4 2015.

  • Brookstone Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 687 WisdomTree US SmallCap Dividend Fund shares in Q4 2015, an estimated $14K.
  • Brookstone Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $16K in Q2 2015.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.