IPC
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Independent Portfolio Consultants’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-29,595
Closed -$641K – 757
2015
Q4 		$641K Buy
+29,595
New +$656K 0.19% 159
2015
Q1 		– Sell
-8,475
Closed -$200K – 1000
2014
Q4 		$200K Buy
+8,475
New +$194K 0.04% 375

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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

Independent Portfolio Consultants's DES Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2016, closing a stake of 29,595 shares — an estimated $641K sold.

Independent Portfolio Consultants first reported a position in DES in Q4 2014 and held it in 2 quarters. The position peaked at $641K in Q4 2015. 143 funds tracked by Wall St. Rank hold DES as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,595 WisdomTree US SmallCap Dividend Fund shares in Q1 2016, an estimated $641K.
  • Independent Portfolio Consultants first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's WisdomTree US SmallCap Dividend Fund position peaked at $641K in Q4 2015.
  • 143 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.