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Calton & Associates’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-545
Closed -$16K – 539
2017
Q4 		$16K Buy
+545
New +$15.5K ﹤0.01% 932

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Calton & Associates's DES Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2018, closing a stake of 545 shares — an estimated $16K sold.

Calton & Associates first reported a position in DES in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 233 funds tracked by Wall St. Rank hold DES as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 545 WisdomTree US SmallCap Dividend Fund shares in Q1 2018, an estimated $16K.
  • Calton & Associates first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree US SmallCap Dividend Fund position peaked at $16K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.