Madrona Funds’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Madrona Funds’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
2019 Q3	$248K	Buy	+9,065	New	+$242K	0.18%	53

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Madrona Funds's DES Position: Q3 2019 in Review

Madrona Funds opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2019: 9,065 shares worth $248K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings.

246 funds tracked by Wall St. Rank hold DES as of Q3 2019.

Madrona Funds held 9,065 shares of WisdomTree US SmallCap Dividend Fund worth $248K as of Q3 2019.
WisdomTree US SmallCap Dividend Fund was a new Madrona Funds position in Q3 2019.
WisdomTree US SmallCap Dividend Fund made up 0.18% of Madrona Funds's portfolio in Q3 2019, its #53 holding.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.