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

FundX Investment 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
-85,359
Closed -$2.29M – 39
2017
Q1 		$2.29M Sell
85,359
-569,637
-87% -$15.4M 0.96% 17
2016
Q4 		$18.1M Sell
654,996
-10,536
-2% -$272K 6.32% 5
2016
Q3 		$16.7M Buy
665,532
+71,451
+12% +$1.77M 4.27% 8
2016
Q2 		$14.2M Buy
+594,081
New +$13.8M 3.55% 10

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FundX Investment Group's DES Position: Q2 2017 in Review

FundX Investment Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2017, closing a stake of 85,359 shares — an estimated $2.29M sold.

FundX Investment Group first reported a position in DES in Q2 2016 and held it in 4 quarters. The position peaked at $18.1M in Q4 2016. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

  • FundX Investment Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • FundX Investment Group sold 85,359 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $2.29M.
  • FundX Investment Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and held it in 4 quarters.
  • FundX Investment Group's WisdomTree US SmallCap Dividend Fund position peaked at $18.1M in Q4 2016.
  • 195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on FundX Investment Group's 13F filing for Q2 2017, filed 7 Aug 2017.