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Founders Bank & Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Founders Bank & Trust’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
2014
Q3 		– Sell
-1,200
Closed -$28K – 356
2014
Q2 		$28K Hold
1,200
– – 0.02% 206
2014
Q1 		$27K Hold
1,200
– – 0.02% 205
2013
Q4 		$25K Hold
1,200
– – 0.01% 222
2013
Q3 		$25K Hold
1,200
– – 0.01% 195
2013
Q2 		$23K Buy
+1,200
New +$23K 0.01% 198

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CLA
Cranberry Lake Advisors Houston, Texas $50.6M AUM 5.12% 1-Year Est. Return

Founders Bank & Trust's DES Position: Q3 2014 in Review

Founders Bank & Trust sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2014, closing a stake of 1,200 shares — an estimated $28K sold.

Founders Bank & Trust first reported a position in DES in Q2 2013 and held it in 5 quarters. The position peaked at $28K in Q2 2014. 118 funds tracked by Wall St. Rank hold DES as of Q3 2014.

  • Founders Bank & Trust reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 1,200 WisdomTree US SmallCap Dividend Fund shares in Q3 2014, an estimated $28K.
  • Founders Bank & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 5 quarters.
  • Founders Bank & Trust's WisdomTree US SmallCap Dividend Fund position peaked at $28K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2014.

Based on Founders Bank & Trust's 13F filing for Q3 2014, filed 4 Nov 2014.