Highlander Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Highlander Capital 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
2020 Q1	–	Sell	-360	Closed	-$10K	–	628
2019 Q4	$10K	Hold	360	–	–	0.01%	502
2019 Q3	$10K	Hold	360	–	–	0.01%	520
2019 Q2	$10K	Hold	360	–	–	0.01%	543
2019 Q1	$10K	Hold	360	–	–	0.01%	547
2018 Q4	$9K	Hold	360	–	–	0.01%	564
2018 Q3	$11K	Hold	360	–	–	0.01%	568
2018 Q2	$11K	Hold	360	–	–	0.01%	584
2018 Q1	$10K	Hold	360	–	–	0.01%	588
2017 Q4	$10K	Hold	360	–	–	0.01%	576
2017 Q3	$10K	Hold	360	–	–	0.01%	593
2017 Q2	$10K	Hold	360	–	–	0.01%	596
2017 Q1	$10K	Hold	360	–	–	0.01%	600
2016 Q4	$10K	Hold	360	–	–	0.01%	604
2016 Q3	$9K	Hold	360	–	–	0.01%	629
2016 Q2	$9K	Hold	360	–	–	0.01%	638
2016 Q1	$8K	Hold	360	–	–	0.01%	651
2015 Q4	$8K	Hold	360	–	–	0.01%	682
2015 Q3	$7K	Hold	360	–	–	0.01%	696
2015 Q2	$8K	Hold	360	–	–	0.01%	688
2015 Q1	$9K	Hold	360	–	–	0.01%	685
2014 Q4	$9K	Hold	360	–	–	0.01%	692
2014 Q3	$7.79K	Hold	360	–	–	0.01%	704
2014 Q2	$8.4K	Hold	360	–	–	0.01%	683
2014 Q1	$8.19K	Hold	360	–	–	0.01%	696
2013 Q4	$8.13K	Hold	360	–	–	0.01%	696
2013 Q3	$7.52K	Hold	360	–	–	0.01%	709
2013 Q2	$7K	Buy	+360	New	+$6.9K	0.01%	702

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

UCFA

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highlander Capital Management's DES Position: Q1 2020 in Review

Highlander Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 360 shares — an estimated $10K sold.

Highlander Capital Management first reported a position in DES in Q2 2013 and held it in 27 quarters. The position peaked at $11K in Q3 2018. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Highlander Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Highlander Capital Management sold 360 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $10K.
Highlander Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 27 quarters.
Highlander Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $11K in Q3 2018.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Highlander Capital Management's 13F filing for Q1 2020, filed 27 May 2020.