PCM
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Pointe Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pointe Capital Management’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
Q1 		– Sell
-326,841
Closed -$9.01M – 153
2016
Q4 		$9.01M Buy
+326,841
New +$8.45M 5.14% 3

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pointe Capital Management's DES Position: Q1 2017 in Review

Pointe Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2017, closing a stake of 326,841 shares — an estimated $9.01M sold.

Pointe Capital Management first reported a position in DES in Q4 2016 and held it in 1 quarter. The position peaked at $9.01M in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q1 2017.

  • Pointe Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 326,841 WisdomTree US SmallCap Dividend Fund shares in Q1 2017, an estimated $9.01M.
  • Pointe Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $9.01M in Q4 2016.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.