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

Clarus Wealth 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
2019 Q2	–	Sell	-1,000	Closed	-$28K	–	598
2019 Q1	$28K	Hold	1,000	–	–	0.02%	369
2018 Q4	$25K	Hold	1,000	–	–	0.04%	365
2018 Q3	$30K	Buy	1,000 +560	+127%	+$16.9K	0.02%	371
2018 Q2	$12K	Buy	+440	New	+$12.7K	0.01%	494

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clarus Wealth Advisors's DES Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2019, closing a stake of 1,000 shares — an estimated $28K sold.

Clarus Wealth Advisors first reported a position in DES in Q2 2018 and held it in 4 quarters. The position peaked at $30K in Q3 2018. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

Clarus Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,000 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $28K.
Clarus Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $30K in Q3 2018.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.