LRPA
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L. Roy Papp & Associates’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

L. Roy Papp & Associates’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
Q2 		– Sell
-11,100
Closed -$254K – 155
2016
Q1 		$254K Buy
+11,100
New +$231K 0.06% 132

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

L. Roy Papp & Associates's DES Position: Q2 2016 in Review

L. Roy Papp & Associates sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2016, closing a stake of 11,100 shares — an estimated $254K sold.

L. Roy Papp & Associates first reported a position in DES in Q1 2016 and held it in 1 quarter. The position peaked at $254K in Q1 2016. 147 funds tracked by Wall St. Rank hold DES as of Q2 2016.

  • L. Roy Papp & Associates reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • L. Roy Papp & Associates sold 11,100 WisdomTree US SmallCap Dividend Fund shares in Q2 2016, an estimated $254K.
  • L. Roy Papp & Associates first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2016 and held it in 1 quarter.
  • L. Roy Papp & Associates's WisdomTree US SmallCap Dividend Fund position peaked at $254K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2016.

Based on L. Roy Papp & Associates's 13F filing for Q2 2016, filed 27 Jul 2016.