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RWA Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

RWA Wealth 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
Q2 		– Sell
-231
Closed -$6K – 803
2018
Q1 		$6K Buy
+231
New +$6.52K ﹤0.01% 477

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
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

RWA Wealth Partners's DES Position: Q2 2018 in Review

RWA Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2018, closing a stake of 231 shares — an estimated $6K sold.

RWA Wealth Partners first reported a position in DES in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 235 funds tracked by Wall St. Rank hold DES as of Q2 2018.

  • RWA Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 231 WisdomTree US SmallCap Dividend Fund shares in Q2 2018, an estimated $6K.
  • RWA Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • RWA Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $6K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2018.

Based on RWA Wealth Partners's 13F filing for Q2 2018, filed 2 Aug 2018.