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Cutler Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cutler Group’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
2017
Q2 		– Sell
-2,700
Closed -$2K – 6470
2017
Q1 		$2K Buy
+2,700
New +$73.2K ﹤0.01% 5403
2016
Q4 		– Sell
-1,500
Closed -$1K – 6641
2016
Q3 		$1K Buy
+1,500
New +$37.2K ﹤0.01% 6066

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cutler Group's DES Position: Q2 2017 in Review

Cutler Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2017, closing a stake of 1,452 shares — an estimated $39K sold.

Cutler Group first reported a position in DES in Q4 2015 and held it in 3 quarters. The position peaked at $39K in Q1 2017. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

  • Cutler Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Cutler Group sold 1,452 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $39K.
  • Cutler Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 3 quarters.
  • Cutler Group's WisdomTree US SmallCap Dividend Fund position peaked at $39K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on Cutler Group's 13F filing for Q2 2017, filed 11 Jul 2017.