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Polaris Wealth Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Polaris Wealth Advisory 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
Q2 		– Sell
-36,546
Closed -$837K – 110
2016
Q1 		$837K Sell
36,546
-64,725
-64% -$1.35M 0.13% 55
2015
Q4 		$2.19M Buy
+101,271
New +$2.24M 0.35% 50

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
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Polaris Wealth Advisory Group's DES Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2016, closing a stake of 36,546 shares — an estimated $837K sold.

Polaris Wealth Advisory Group first reported a position in DES in Q4 2015 and held it in 2 quarters. The position peaked at $2.19M in Q4 2015. 147 funds tracked by Wall St. Rank hold DES as of Q2 2016.

  • Polaris Wealth Advisory Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 36,546 WisdomTree US SmallCap Dividend Fund shares in Q2 2016, an estimated $837K.
  • Polaris Wealth Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $2.19M in Q4 2015.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.