Stillwater Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stillwater Capital 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
2017 Q3	–	Sell	-15,015	Closed	-$403K	–	72
2017 Q2	$403K	Hold	15,015	–	–	0.1%	66
2017 Q1	$404K	Hold	15,015	–	–	0.11%	65
2016 Q4	$414K	Hold	15,015	–	–	0.11%	64
2016 Q3	$376K	Sell	15,015 -240	-2%	-$5.96K	0.11%	65
2016 Q2	$364K	Buy	15,255 +630	+4%	+$14.6K	0.11%	66
2016 Q1	$335K	Sell	14,625 -15,435	-51%	-$322K	0.1%	68
2015 Q4	$651K	Hold	30,060	–	–	0.2%	55
2015 Q3	$631K	Sell	30,060 -600	-2%	-$13.4K	0.22%	49
2015 Q2	$720K	Buy	30,660 +4,725	+18%	+$112K	0.21%	50
2015 Q1	$623K	Hold	25,935	–	–	0.19%	48
2014 Q4	$613K	Hold	25,935	–	–	0.18%	49
2014 Q3	$561K	Hold	25,935	–	–	0.19%	54
2014 Q2	$605K	Sell	25,935 -525	-2%	-$11.9K	0.21%	50
2014 Q1	$602K	Hold	26,460	–	–	0.22%	49
2013 Q4	$598K	Hold	26,460	–	–	0.23%	48
2013 Q3	$552K	Buy	26,460 +6,300	+31%	+$130K	0.33%	39
2013 Q2	$392K	Buy	+20,160	New	+$387K	0.24%	40

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stillwater Capital Advisors's DES Position: Q3 2017 in Review

Stillwater Capital Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 15,015 shares — an estimated $403K sold.

Stillwater Capital Advisors first reported a position in DES in Q2 2013 and held it in 17 quarters. The position peaked at $720K in Q2 2015. 190 funds tracked by Wall St. Rank hold DES as of Q3 2017.

Stillwater Capital Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Stillwater Capital Advisors sold 15,015 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $403K.
Stillwater Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 17 quarters.
Stillwater Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $720K in Q2 2015.
190 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on Stillwater Capital Advisors's 13F filing for Q3 2017, filed 11 Oct 2017.