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Harel Insurance Investments & Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,500
Closed -$41K – 433
2016
Q4 		$41K Hold
1,500
– – 0.01% 213
2016
Q3 		$38K Buy
+1,500
New +$37.2K 0.01% 241

Other funds holding DES

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UBS Group
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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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Harel Insurance Investments & Financial Services's DES Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2017, closing a stake of 1,500 shares — an estimated $41K sold.

Harel Insurance Investments & Financial Services first reported a position in DES in Q3 2016 and held it in 2 quarters. The position peaked at $41K in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q1 2017.

  • Harel Insurance Investments & Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,500 WisdomTree US SmallCap Dividend Fund shares in Q1 2017, an estimated $41K.
  • Harel Insurance Investments & Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2016 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $41K in Q4 2016.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.