Guidant Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Guidant Wealth 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
2019 Q3	$761K	Sell	27,789 -1,293	-4%	-$34.5K	0.28%	55
2019 Q2	$788K	Sell	29,082 -84	-0.3%	-$2.3K	0.3%	57
2019 Q1	$803K	Sell	29,166 -2,656	-8%	-$72.6K	0.31%	55
2018 Q4	$780K	Buy	+31,822	New	+$865K	0.36%	54
2017 Q3	–	Sell	-38,571	Closed	-$1.03M	–	196
2017 Q2	$1.03M	Sell	38,571 -2,205	-5%	-$59.2K	0.53%	42
2017 Q1	$1.07M	Sell	40,776 -8,361	-17%	-$227K	0.56%	42
2016 Q4	$1.35M	Sell	49,137 -21,825	-31%	-$564K	0.77%	37
2016 Q3	$1.75M	Buy	+70,962	New	+$1.76M	1.08%	31

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Guidant Wealth Advisors's DES Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.4% in Q3 2019, selling an estimated $34.5K and leaving 27,789 shares worth $761K. The position accounts for 0.28% of the portfolio, ranked #55.

Guidant Wealth Advisors first reported a position in DES in Q3 2016 and has held it in 8 quarters since. The position peaked at $1.75M in Q3 2016. 246 funds tracked by Wall St. Rank hold DES as of Q3 2019.

Guidant Wealth Advisors held 27,789 shares of WisdomTree US SmallCap Dividend Fund worth $761K as of Q3 2019.
Guidant Wealth Advisors sold 1,293 WisdomTree US SmallCap Dividend Fund shares in Q3 2019, an estimated $34.5K.
WisdomTree US SmallCap Dividend Fund made up 0.28% of Guidant Wealth Advisors's portfolio in Q3 2019, its #55 holding.
Guidant Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.75M in Q3 2016.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.