IAA
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Independent Advisor Alliance’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Independent Advisor Alliance’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
-8,121
Closed -$213K – 263
2017
Q1 		$213K Buy
+8,121
New +$220K 0.03% 369

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's DES Position: Q2 2017 in Review

Independent Advisor Alliance sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2017, closing a stake of 8,121 shares — an estimated $213K sold.

Independent Advisor Alliance first reported a position in DES in Q1 2017 and held it in 1 quarter. The position peaked at $213K in Q1 2017. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

  • Independent Advisor Alliance reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,121 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $213K.
  • Independent Advisor Alliance first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's WisdomTree US SmallCap Dividend Fund position peaked at $213K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.