CCM
DES icon

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

Condor 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
2013
Q3 		– Sell
-14,652
Closed -$285K – 162
2013
Q2 		$285K Buy
+14,652
New +$281K 0.11% 139

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Condor Capital Management's DES Position: Q3 2013 in Review

Condor Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2013, closing a stake of 14,652 shares — an estimated $285K sold.

Condor Capital Management first reported a position in DES in Q2 2013 and held it in 1 quarter. The position peaked at $285K in Q2 2013. 87 funds tracked by Wall St. Rank hold DES as of Q3 2013.

  • Condor Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Condor Capital Management sold 14,652 WisdomTree US SmallCap Dividend Fund shares in Q3 2013, an estimated $285K.
  • Condor Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Condor Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $285K in Q2 2013.
  • 87 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2013.

Based on Condor Capital Management's 13F filing for Q3 2013, filed 15 Oct 2013.