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LBMC Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

LBMC Investment Advisors’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
Q3 		– Sell
-9,300
Closed -$276K – 102
2018
Q2 		$276K Sell
9,300
-325
-3% -$9.38K 0.05% 82
2018
Q1 		$264K Sell
9,625
-4,253
-31% -$120K 0.05% 72
2017
Q4 		$403K Buy
13,878
+48
+0.3% +$1.37K 0.07% 61
2017
Q3 		$387K Buy
13,830
+45
+0.3% +$1.2K 0.07% 57
2017
Q2 		$370K Buy
13,785
+36
+0.3% +$966 0.07% 58
2017
Q1 		$369K Sell
13,749
-150
-1% -$4.07K 0.07% 60
2016
Q4 		$383K Sell
13,899
-492
-3% -$12.7K 0.07% 58
2016
Q3 		$361K Sell
14,391
-258
-2% -$6.4K 0.07% 63
2016
Q2 		$350K Buy
14,649
+390
+3% +$9.05K 0.07% 53
2016
Q1 		$327K Buy
14,259
+42
+0.3% +$876 0.07% 55
2015
Q4 		$308K Buy
14,217
+60
+0.4% +$1.33K 0.07% 54
2015
Q3 		$297K Sell
14,157
-3,114
-18% -$69.5K 0.07% 52
2015
Q2 		$406K Buy
17,271
+66
+0.4% +$1.57K 0.09% 41
2015
Q1 		$413K Buy
17,205
+2,466
+17% +$58K 0.09% 41
2014
Q4 		$348K Buy
14,739
+30
+0.2% +$686 0.08% 44
2014
Q3 		$318K Buy
+14,709
New +$334K 0.08% 40

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

LBMC Investment Advisors's DES Position: Q3 2018 in Review

LBMC Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 9,300 shares — an estimated $276K sold.

LBMC Investment Advisors first reported a position in DES in Q3 2014 and held it in 16 quarters. The position peaked at $413K in Q1 2015. 238 funds tracked by Wall St. Rank hold DES as of Q3 2018.

  • LBMC Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • LBMC Investment Advisors sold 9,300 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $276K.
  • LBMC Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2014 and held it in 16 quarters.
  • LBMC Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $413K in Q1 2015.
  • 238 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on LBMC Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.