Plante Moran Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Plante Moran Financial Advisors’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
2017 Q3	–	Sell	-1,668	Closed	-$45K	–	817
2017 Q2	$45K	Buy	1,668 +168	+11%	+$4.51K	0.03%	335
2017 Q1	$40K	Buy	1,500 +63	+4%	+$1.71K	0.02%	358
2016 Q4	$40K	Buy	1,437 +987	+219%	+$25.5K	0.02%	366
2016 Q3	$11K	Buy	+450	New	+$11.2K	0.01%	580

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Plante Moran Financial Advisors's DES Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 1,668 shares — an estimated $45K sold.

Plante Moran Financial Advisors first reported a position in DES in Q3 2016 and held it in 4 quarters. The position peaked at $45K in Q2 2017. 189 funds tracked by Wall St. Rank hold DES as of Q3 2017.

Plante Moran Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,668 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $45K.
Plante Moran Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2016 and held it in 4 quarters.
Plante Moran Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $45K in Q2 2017.
189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.