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Patton Albertson Miller Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Patton Albertson Miller 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
2020
Q1 		– Sell
-11,573
Closed -$332K – 216
2019
Q4 		$332K Buy
11,573
+71
+0.6% +$1.98K 0.09% 195
2019
Q3 		$315K Buy
11,502
+47
+0.4% +$1.25K 0.09% 196
2019
Q2 		$298K Buy
+11,455
New +$313K 0.09% 199

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
Creative Planning
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
AssetMark Inc Concord, California $49B AUM 17.78% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patton Albertson Miller Group's DES Position: Q1 2020 in Review

Patton Albertson Miller Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 11,573 shares — an estimated $332K sold.

Patton Albertson Miller Group first reported a position in DES in Q2 2019 and held it in 3 quarters. The position peaked at $332K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Patton Albertson Miller Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 11,573 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $332K.
  • Patton Albertson Miller Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2019 and held it in 3 quarters.
  • Patton Albertson Miller Group's WisdomTree US SmallCap Dividend Fund position peaked at $332K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Patton Albertson Miller Group's 13F filing for Q1 2020, filed 22 May 2020.