Good Life Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Good Life Advisors’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
2018 Q2	–	Sell	-7,713	Closed	-$207K	–	237
2018 Q1	$207K	Hold	7,713	–	–	0.07%	201
2017 Q4	$225K	Sell	7,713 -54	-0.7%	-$1.54K	0.07%	201
2017 Q3	$218K	Sell	7,767 -369	-5%	-$9.86K	0.08%	186
2017 Q2	$217K	Sell	8,136 -150	-2%	-$4.03K	0.1%	184
2017 Q1	$218K	Buy	8,286 +450	+6%	+$12.2K	0.1%	175
2016 Q4	$215K	Buy	+7,836	New	+$202K	0.13%	139

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Good Life Advisors's DES Position: Q2 2018 in Review

Good Life Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2018, closing a stake of 7,713 shares — an estimated $207K sold.

Good Life Advisors first reported a position in DES in Q4 2016 and held it in 6 quarters. The position peaked at $225K in Q4 2017. 235 funds tracked by Wall St. Rank hold DES as of Q2 2018.

Good Life Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Good Life Advisors sold 7,713 WisdomTree US SmallCap Dividend Fund shares in Q2 2018, an estimated $207K.
Good Life Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 6 quarters.
Good Life Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $225K in Q4 2017.
235 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2018.

Based on Good Life Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.