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Roble Belko & Company’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-292
Closed -$8K – 344
2019
Q1 		$8K Buy
+292
New +$7.98K ﹤0.01% 238

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Roble Belko & Company's DES Position: Q2 2019 in Review

Roble Belko & Company sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2019, closing a stake of 292 shares — an estimated $8K sold.

Roble Belko & Company first reported a position in DES in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

  • Roble Belko & Company reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Roble Belko & Company sold 292 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $8K.
  • Roble Belko & Company first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Roble Belko & Company's WisdomTree US SmallCap Dividend Fund position peaked at $8K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Roble Belko & Company's 13F filing for Q2 2019, filed 13 Aug 2019.