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Genovese Burford & Brothers Wealth & Retirement Plan Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
-900
Closed -$25K – 390
2017
Q1 		$25K Buy
+900
New +$24.4K 0.01% 204

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Bank of America
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Wells Fargo
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $147B AUM 18.73% 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 $570B AUM 27.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DES Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2017, closing a stake of 900 shares — an estimated $25K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DES in Q1 2017 and held it in 1 quarter. The position peaked at $25K in Q1 2017. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 900 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $25K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's WisdomTree US SmallCap Dividend Fund position peaked at $25K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.