Patten Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Patten Group’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
2016 Q1	–	Sell	-105	Closed	-$2.27K	–	679
2015 Q4	$2.27K	Hold	105	–	–	﹤0.01%	632
2015 Q3	$2.21K	Hold	105	–	–	﹤0.01%	547
2015 Q2	$2.46K	Buy	+105	New	+$2.5K	﹤0.01%	553
2015 Q1	–	Sell	-105	Closed	-$2K	–	177
2014 Q4	$2K	Buy	+105	New	+$2.4K	﹤0.01%	252

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Patten Group's DES Position: Q1 2016 in Review

Patten Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2016, closing a stake of 105 shares — an estimated $2.27K sold.

Patten Group first reported a position in DES in Q4 2014 and held it in 4 quarters. The position peaked at $2.46K in Q2 2015. 143 funds tracked by Wall St. Rank hold DES as of Q1 2016.

Patten Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
Patten Group sold 105 WisdomTree US SmallCap Dividend Fund shares in Q1 2016, an estimated $2.27K.
Patten Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and held it in 4 quarters.
Patten Group's WisdomTree US SmallCap Dividend Fund position peaked at $2.46K in Q2 2015.
143 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2016.

Based on Patten Group's 13F filing for Q1 2016, filed 13 May 2016.