Fiduciary Services Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Fiduciary Services Corp’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 Q1	$459K	Sell	19,089 -687	-3%	-$16.2K	0.15%	135
2014 Q4	$467K	Buy	19,776 +327	+2%	+$7.48K	0.16%	128
2014 Q3	$421K	Buy	19,449 +1,041	+6%	+$23.7K	0.15%	126
2014 Q2	$430K	Buy	18,408 +2,292	+14%	+$51.9K	0.16%	124
2014 Q1	$367K	Buy	16,116 +2,100	+15%	+$46.6K	0.15%	129
2013 Q4	$317K	Buy	+14,016	New	+$306K	0.13%	134

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Services Corp's DES Position: Q1 2015 in Review

Fiduciary Services Corp reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.5% in Q1 2015, selling an estimated $16.2K and leaving 19,089 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #135.

Fiduciary Services Corp first reported a position in DES in Q4 2013 and has held it in 6 quarters since. The position peaked at $467K in Q4 2014. 134 funds tracked by Wall St. Rank hold DES as of Q1 2015.

Fiduciary Services Corp held 19,089 shares of WisdomTree US SmallCap Dividend Fund worth $459K as of Q1 2015.
Fiduciary Services Corp sold 687 WisdomTree US SmallCap Dividend Fund shares in Q1 2015, an estimated $16.2K.
WisdomTree US SmallCap Dividend Fund made up 0.15% of Fiduciary Services Corp's portfolio in Q1 2015, its #135 holding.
Fiduciary Services Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and has held it in 6 quarters since.
Fiduciary Services Corp's WisdomTree US SmallCap Dividend Fund position peaked at $467K in Q4 2014.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.