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

ERTS 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
Q1 		– Sell
-903
Closed -$22K – 144
2018
Q4 		$22K Buy
+903
New +$24.6K 0.02% 206

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ERTS Wealth Advisors's DES Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 903 shares — an estimated $22K sold.

ERTS Wealth Advisors first reported a position in DES in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 903 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $22K.
  • ERTS Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $22K in Q4 2018.
  • 251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.