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

Kiley Juergens 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
2018 Q4	–	Sell	-3,213	Closed	-$95K	–	181
2018 Q3	$95K	Buy	3,213 +19	+0.6%	+$572	0.07%	159
2018 Q2	$94K	Buy	+3,194	New	+$92.1K	0.08%	141
2018 Q1	–	Sell	-2,361	Closed	-$68K	–	206
2017 Q4	$68K	Buy	+2,361	New	+$67.3K	0.06%	167

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Kiley Juergens Wealth Management's DES Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2018, closing a stake of 3,213 shares — an estimated $95K sold.

Kiley Juergens Wealth Management first reported a position in DES in Q4 2017 and held it in 3 quarters. The position peaked at $95K in Q3 2018. 245 funds tracked by Wall St. Rank hold DES as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 3,213 WisdomTree US SmallCap Dividend Fund shares in Q4 2018, an estimated $95K.
Kiley Juergens Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $95K in Q3 2018.
245 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.