GWMIA
DES icon

Global Wealth Management Investment Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-750
Closed -$21K – 707
2019
Q1 		$21K Buy
+750
New +$20.5K 0.01% 300

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Wealth Management Investment Advisory's DES Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2019, closing a stake of 750 shares — an estimated $21K sold.

Global Wealth Management Investment Advisory first reported a position in DES in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 750 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $21K.
  • Global Wealth Management Investment Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's WisdomTree US SmallCap Dividend Fund position peaked at $21K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.