Proficio Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Proficio Capital Partners’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
2018 Q3	–	Sell	-1,200	Closed	-$36K	–	1258
2018 Q2	$36K	Hold	1,200	–	–	0.01%	440
2018 Q1	$33K	Hold	1,200	–	–	0.01%	455
2017 Q4	$35K	Hold	1,200	–	–	0.01%	433
2017 Q3	$34K	Buy	+1,200	New	+$32.1K	0.01%	462

Other funds holding DES

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

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

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

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

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

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Proficio Capital Partners's DES Position: Q3 2018 in Review

Proficio Capital Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 1,200 shares — an estimated $36K sold.

Proficio Capital Partners first reported a position in DES in Q3 2017 and held it in 4 quarters. The position peaked at $36K in Q2 2018. 238 funds tracked by Wall St. Rank hold DES as of Q3 2018.

Proficio Capital Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Proficio Capital Partners sold 1,200 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $36K.
Proficio Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2017 and held it in 4 quarters.
Proficio Capital Partners's WisdomTree US SmallCap Dividend Fund position peaked at $36K in Q2 2018.
238 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on Proficio Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.