Ground Swell Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ground Swell Capital’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
2014 Q3	$8K	Buy	+357	New	+$8.11K	0.02%	1169

Other funds holding DES

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CLA

Cranberry Lake Advisors Houston, Texas $50.6M AUM 5.12% 1-Year Est. Return

Ground Swell Capital's DES Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2014: 357 shares worth $8K. The stake represents 0.02% of the portfolio and ranks #1169 among its holdings.

118 funds tracked by Wall St. Rank hold DES as of Q3 2014.

Ground Swell Capital held 357 shares of WisdomTree US SmallCap Dividend Fund worth $8K as of Q3 2014.
WisdomTree US SmallCap Dividend Fund was a new Ground Swell Capital position in Q3 2014.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1169 holding.
118 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.