River Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-525	Closed	-$13K	–	223
2018 Q4	$13K	Sell	525 -533	-50%	-$14.5K	0.01%	386
2018 Q3	$31K	Buy	1,058 +4	+0.4%	+$120	0.01%	336
2018 Q2	$31K	Buy	+1,054	New	+$30.4K	0.01%	315

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

PFM

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

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

River Wealth Advisors's DES Position: Q1 2019 in Review

River Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 525 shares — an estimated $13K sold.

River Wealth Advisors first reported a position in DES in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

River Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 525 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $13K.
River Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $31K in Q3 2018.
251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.