KPCM
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Kings Point Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kings Point Capital 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
Q1 		– Sell
-393
Closed -$11K – 370
2017
Q4 		$11K Buy
+393
New +$11.2K ﹤0.01% 359

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kings Point Capital Management's DES Position: Q1 2018 in Review

Kings Point Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2018, closing a stake of 393 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in DES in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 233 funds tracked by Wall St. Rank hold DES as of Q1 2018.

  • Kings Point Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 393 WisdomTree US SmallCap Dividend Fund shares in Q1 2018, an estimated $11K.
  • Kings Point Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Kings Point Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $11K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.