Gupta Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Gupta Wealth 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
2016 Q1	$5.94M	Sell	259,365 -11,463	-4%	-$239K	1.39%	10
2015 Q4	$5.86M	Sell	270,828 -30,585	-10%	-$677K	1.49%	11
2015 Q3	$6.33M	Sell	301,413 -18,021	-6%	-$402K	1.54%	13
2015 Q2	$7.5M	Sell	319,434 -18,435	-5%	-$439K	1.84%	9
2015 Q1	$8.12M	Buy	+337,869	New	+$7.95M	2.39%	5

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Gupta Wealth Management's DES Position: Q1 2016 in Review

Gupta Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.2% in Q1 2016, selling an estimated $239K and leaving 259,365 shares worth $5.94M. The position accounts for 1.39% of the portfolio, ranked #10.

Gupta Wealth Management first reported a position in DES in Q1 2015 and has held it in 5 quarters since. The position peaked at $8.12M in Q1 2015. 143 funds tracked by Wall St. Rank hold DES as of Q1 2016.

Gupta Wealth Management held 259,365 shares of WisdomTree US SmallCap Dividend Fund worth $5.94M as of Q1 2016.
Gupta Wealth Management sold 11,463 WisdomTree US SmallCap Dividend Fund shares in Q1 2016, an estimated $239K.
WisdomTree US SmallCap Dividend Fund made up 1.39% of Gupta Wealth Management's portfolio in Q1 2016, its #10 holding.
Gupta Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $8.12M in Q1 2015.
143 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.