HWM
DES icon

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

Highwater 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
Q4 		– Sell
-8,847
Closed -$222K – 33
2016
Q3 		$222K Buy
+8,847
New +$220K 1.24% 30

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
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Highwater Wealth Management's DES Position: Q4 2016 in Review

Highwater Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2016, closing a stake of 8,847 shares — an estimated $222K sold.

Highwater Wealth Management first reported a position in DES in Q3 2016 and held it in 1 quarter. The position peaked at $222K in Q3 2016. 175 funds tracked by Wall St. Rank hold DES as of Q4 2016.

  • Highwater Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Highwater Wealth Management sold 8,847 WisdomTree US SmallCap Dividend Fund shares in Q4 2016, an estimated $222K.
  • Highwater Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2016 and held it in 1 quarter.
  • Highwater Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $222K in Q3 2016.
  • 175 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2016.

Based on Highwater Wealth Management's 13F filing for Q4 2016, filed 6 Jan 2017.