SAG
DES icon

Sterne Agee Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sterne Agee 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
2013
Q4 		– Sell
-15,087
Closed -$315K – 228
2013
Q3 		$315K Buy
+15,087
New +$310K 0.12% 176

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Sterne Agee Group's DES Position: Q4 2013 in Review

Sterne Agee Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2013, closing a stake of 15,087 shares — an estimated $315K sold.

Sterne Agee Group first reported a position in DES in Q3 2013 and held it in 1 quarter. The position peaked at $315K in Q3 2013. 109 funds tracked by Wall St. Rank hold DES as of Q4 2013.

  • Sterne Agee Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 15,087 WisdomTree US SmallCap Dividend Fund shares in Q4 2013, an estimated $315K.
  • Sterne Agee Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2013 and held it in 1 quarter.
  • Sterne Agee Group's WisdomTree US SmallCap Dividend Fund position peaked at $315K in Q3 2013.
  • 109 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.