High Point Bank & Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

High Point Bank & Trust’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 Q4	$58K	Buy	+2,094	New	+$54.1K	0.02%	209

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

High Point Bank & Trust's DES Position: Q4 2016 in Review

High Point Bank & Trust opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2016: 2,094 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings.

175 funds tracked by Wall St. Rank hold DES as of Q4 2016.

High Point Bank & Trust held 2,094 shares of WisdomTree US SmallCap Dividend Fund worth $58K as of Q4 2016.
WisdomTree US SmallCap Dividend Fund was a new High Point Bank & Trust position in Q4 2016.
WisdomTree US SmallCap Dividend Fund made up 0.02% of High Point Bank & Trust's portfolio in Q4 2016, its #209 holding.
175 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.