GIM
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Guild Investment Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Guild Investment Management’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
Q1 		– Sell
-312,300
Closed -$8.61M – 33
2016
Q4 		$8.61M Buy
+312,300
New +$8.07M 7.82% 4
2014
Q4 		– Sell
-135,450
Closed -$2.93M – 27
2014
Q3 		$2.93M Buy
+135,450
New +$3.08M 3.44% 13

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Guild Investment Management's DES Position: Q1 2017 in Review

Guild Investment Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2017, closing a stake of 312,300 shares — an estimated $8.61M sold.

Guild Investment Management first reported a position in DES in Q3 2014 and held it in 2 quarters. The position peaked at $8.61M in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q1 2017.

  • Guild Investment Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Guild Investment Management sold 312,300 WisdomTree US SmallCap Dividend Fund shares in Q1 2017, an estimated $8.61M.
  • Guild Investment Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2014 and held it in 2 quarters.
  • Guild Investment Management's WisdomTree US SmallCap Dividend Fund position peaked at $8.61M in Q4 2016.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2017.

Based on Guild Investment Management's 13F filing for Q1 2017, filed 13 Apr 2017.