Ifrah Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ifrah 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 Q2	–	Sell	-13,719	Closed	-$369K	–	187
2017 Q1	$369K	Sell	13,719 -678	-5%	-$18.4K	0.15%	132
2016 Q4	$397K	Sell	14,397 -822	-5%	-$21.2K	0.16%	117
2016 Q3	$382K	Sell	15,219 -462	-3%	-$11.5K	0.15%	124
2016 Q2	$375K	Buy	+15,681	New	+$364K	0.15%	126

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Ifrah Financial Services's DES Position: Q2 2017 in Review

Ifrah Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2017, closing a stake of 13,719 shares — an estimated $369K sold.

Ifrah Financial Services first reported a position in DES in Q2 2016 and held it in 4 quarters. The position peaked at $397K in Q4 2016. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

Ifrah Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
Ifrah Financial Services sold 13,719 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $369K.
Ifrah Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and held it in 4 quarters.
Ifrah Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $397K in Q4 2016.
195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on Ifrah Financial Services's 13F filing for Q2 2017, filed 7 Aug 2017.