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CFO4Life’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CFO4Life’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
Q3 		– Sell
-112,464
Closed -$2.64M – 70
2015
Q2 		$2.64M Buy
112,464
+8,187
+8% +$195K 2.2% 9
2015
Q1 		$2.5M Buy
+104,277
New +$2.45M 2.09% 9

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CFO4Life's DES Position: Q3 2015 in Review

CFO4Life sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2015, closing a stake of 112,464 shares — an estimated $2.64M sold.

CFO4Life first reported a position in DES in Q1 2015 and held it in 2 quarters. The position peaked at $2.64M in Q2 2015. 134 funds tracked by Wall St. Rank hold DES as of Q3 2015.

  • CFO4Life reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • CFO4Life sold 112,464 WisdomTree US SmallCap Dividend Fund shares in Q3 2015, an estimated $2.64M.
  • CFO4Life first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and held it in 2 quarters.
  • CFO4Life's WisdomTree US SmallCap Dividend Fund position peaked at $2.64M in Q2 2015.
  • 134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2015.

Based on CFO4Life's 13F filing for Q3 2015, filed 5 Nov 2015.