GS
DES icon

Girard Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Girard Securities’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
Q4 		– Sell
-8,280
Closed -$231K – 16
2017
Q3 		$231K Sell
8,280
-8,169
-50% -$218K 0.2% 109
2017
Q2 		$440K Buy
16,449
+1,209
+8% +$32.4K 0.33% 73
2017
Q1 		$410K Buy
15,240
+1,257
+9% +$34.1K 0.35% 80
2016
Q4 		$386K Buy
+13,983
New +$361K 0.34% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Girard Securities's DES Position: Q4 2017 in Review

Girard Securities sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2017, closing a stake of 8,280 shares — an estimated $231K sold.

Girard Securities first reported a position in DES in Q4 2016 and held it in 4 quarters. The position peaked at $440K in Q2 2017. 226 funds tracked by Wall St. Rank hold DES as of Q4 2017.

  • Girard Securities reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 8,280 WisdomTree US SmallCap Dividend Fund shares in Q4 2017, an estimated $231K.
  • Girard Securities first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 4 quarters.
  • Girard Securities's WisdomTree US SmallCap Dividend Fund position peaked at $440K in Q2 2017.
  • 226 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.