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

Planning Solutions 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
2019
Q2 		$703K Sell
25,937
-178
-0.7% -$4.87K 0.36% 55
2019
Q1 		$719K Buy
26,115
+2,379
+10% +$65K 0.39% 52
2018
Q4 		$582K Buy
+23,736
New +$645K 0.35% 59

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Planning Solutions Group's DES Position: Q2 2019 in Review

Planning Solutions Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.68% in Q2 2019, selling an estimated $4.87K and leaving 25,937 shares worth $703K. The position accounts for 0.36% of the portfolio, ranked #55.

Planning Solutions Group first reported a position in DES in Q4 2018 and has held it in 3 quarters since. The position peaked at $719K in Q1 2019. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

  • Planning Solutions Group held 25,937 shares of WisdomTree US SmallCap Dividend Fund worth $703K as of Q2 2019.
  • Planning Solutions Group sold 178 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $4.87K.
  • WisdomTree US SmallCap Dividend Fund made up 0.36% of Planning Solutions Group's portfolio in Q2 2019, its #55 holding.
  • Planning Solutions Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's WisdomTree US SmallCap Dividend Fund position peaked at $719K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.