Manulife (Manufacturers Life Insurance)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Manulife (Manufacturers Life Insurance)’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	-326	Closed	-$10K	–	3133
2018 Q2	$10K	Sell	326 -1,312	-80%	-$37.8K	﹤0.01%	3881
2018 Q1	$45K	Buy	1,638 +1	+0.1%	+$28	﹤0.01%	3568
2017 Q4	$48K	Buy	1,637 +623	+61%	+$17.8K	﹤0.01%	3555
2017 Q3	$28K	Sell	1,014 -846	-45%	-$22.6K	﹤0.01%	3611
2017 Q2	$50K	Buy	1,860 +837	+82%	+$22.5K	﹤0.01%	3488
2017 Q1	$27K	Buy	1,023 +9	+0.9%	+$244	﹤0.01%	3476
2016 Q4	$28K	Sell	1,014 -297	-23%	-$7.67K	﹤0.01%	3544
2016 Q3	$33K	Buy	+1,311	New	+$32.5K	﹤0.01%	3477
2015 Q4	–	Sell	-1,560	Closed	-$33	–	4024
2015 Q3	$33	Buy	1,560 +12	+0.8%	+$268	﹤0.01%	3376
2015 Q2	$36	Buy	1,548 +12	+0.8%	+$285	﹤0.01%	3399
2015 Q1	$37	Buy	+1,536	New	+$36.1K	﹤0.01%	3394

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $58.2B AUM 22.78% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)'s DES Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 326 shares — an estimated $10K sold.

Manulife (Manufacturers Life Insurance) first reported a position in DES in Q1 2015 and held it in 11 quarters. The position peaked at $50K in Q2 2017. 238 funds tracked by Wall St. Rank hold DES as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 326 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $10K.
Manulife (Manufacturers Life Insurance) first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and held it in 11 quarters.
Manulife (Manufacturers Life Insurance)'s WisdomTree US SmallCap Dividend Fund position peaked at $50K in Q2 2017.
238 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.