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

Mountain Capital 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
2017
Q4 		– Sell
-801
Closed -$22K – 126
2017
Q3 		$22K Hold
801
– – 0.02% 174
2017
Q2 		$21K Buy
+801
New +$21.5K 0.02% 200

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mountain Capital Investment Advisors's DES Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2017, closing a stake of 801 shares — an estimated $22K sold.

Mountain Capital Investment Advisors first reported a position in DES in Q2 2017 and held it in 2 quarters. The position peaked at $22K in Q3 2017. 227 funds tracked by Wall St. Rank hold DES as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 801 WisdomTree US SmallCap Dividend Fund shares in Q4 2017, an estimated $22K.
  • Mountain Capital Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $22K in Q3 2017.
  • 227 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.