SIG
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Stanford Investment Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-3,000
Closed -$83K – 72
2016
Q4 		$83K Hold
3,000
– – 0.04% 102
2016
Q3 		$75K Hold
3,000
– – 0.04% 109
2016
Q2 		$72K Hold
3,000
– – 0.04% 111
2016
Q1 		$69K Buy
+3,000
New +$62.6K 0.04% 110

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stanford Investment Group's DES Position: Q1 2017 in Review

Stanford Investment Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2017, closing a stake of 3,000 shares — an estimated $83K sold.

Stanford Investment Group first reported a position in DES in Q1 2016 and held it in 4 quarters. The position peaked at $83K in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q1 2017.

  • Stanford Investment Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 3,000 WisdomTree US SmallCap Dividend Fund shares in Q1 2017, an estimated $83K.
  • Stanford Investment Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's WisdomTree US SmallCap Dividend Fund position peaked at $83K in Q4 2016.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.