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Old Second National Bank of Aurora’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Old Second National Bank of Aurora’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
2015
Q2 		– Sell
-300
Closed -$7K – 331
2015
Q1 		$7K Buy
+300
New +$7.06K ﹤0.01% 292

Other funds holding DES

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Old Second National Bank of Aurora's DES Position: Q2 2015 in Review

Old Second National Bank of Aurora sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2015, closing a stake of 300 shares — an estimated $7K sold.

Old Second National Bank of Aurora first reported a position in DES in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 134 funds tracked by Wall St. Rank hold DES as of Q2 2015.

  • Old Second National Bank of Aurora reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 300 WisdomTree US SmallCap Dividend Fund shares in Q2 2015, an estimated $7K.
  • Old Second National Bank of Aurora first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and held it in 1 quarter.
  • Old Second National Bank of Aurora's WisdomTree US SmallCap Dividend Fund position peaked at $7K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2015.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2015, filed 29 Jul 2015.