MYCIO Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-2,389	Closed	-$69K	–	103
2019 Q4	$69K	Buy	2,389 +97	+4%	+$2.71K	﹤0.01%	383
2019 Q3	$63K	Buy	2,292 +195	+9%	+$5.2K	﹤0.01%	353
2019 Q2	$57K	Buy	+2,097	New	+$57.3K	﹤0.01%	338
2016 Q4	–	Sell	-666	Closed	-$17K	–	317
2016 Q3	$17K	Buy	666 +3	+0.5%	+$74	﹤0.01%	492
2016 Q2	$16K	Buy	663 +6	+0.9%	+$139	﹤0.01%	484
2016 Q1	$15K	Buy	657 +3	+0.5%	+$63	﹤0.01%	469
2015 Q4	$14K	Buy	654 +6	+0.9%	+$133	﹤0.01%	486
2015 Q3	$14K	Buy	648 +3	+0.5%	+$67	﹤0.01%	511
2015 Q2	$15K	Buy	645 +6	+0.9%	+$143	﹤0.01%	467
2015 Q1	$15K	Buy	639 +3	+0.5%	+$71	﹤0.01%	436
2014 Q4	$15K	Buy	636 +6	+1%	+$137	﹤0.01%	426
2014 Q3	$14K	Buy	630 +12	+2%	+$273	﹤0.01%	413
2014 Q2	$14K	Buy	618 +3	+0.5%	+$68	﹤0.01%	430
2014 Q1	$14K	Buy	615 +6	+1%	+$133	﹤0.01%	430
2013 Q4	$14K	Buy	609 +3	+0.5%	+$65	﹤0.01%	406
2013 Q3	$13K	Buy	606 +6	+1%	+$123	﹤0.01%	379
2013 Q2	$12K	Buy	+600	New	+$11.5K	﹤0.01%	391

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MYCIO Wealth Partners's DES Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 2,389 shares — an estimated $69K sold.

MYCIO Wealth Partners first reported a position in DES in Q2 2013 and held it in 17 quarters. The position peaked at $69K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

MYCIO Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 2,389 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $69K.
MYCIO Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $69K in Q4 2019.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.