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

Strategic 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
2019 Q1	–	Sell	-2,086	Closed	-$57K	–	773
2018 Q4	$57K	Sell	2,086 -391	-16%	-$10.6K	0.03%	215
2018 Q3	$74K	Hold	2,477	–	–	0.04%	202
2018 Q2	$73K	Buy	2,477 +61	+3%	+$1.76K	0.04%	224
2018 Q1	$66K	Buy	+2,416	New	+$68.2K	0.03%	223

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Wealth Partners's DES Position: Q1 2019 in Review

Strategic Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 2,086 shares — an estimated $57K sold.

Strategic Wealth Partners first reported a position in DES in Q1 2018 and held it in 4 quarters. The position peaked at $74K in Q3 2018. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

Strategic Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Strategic Wealth Partners sold 2,086 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $57K.
Strategic Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Strategic Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $74K in Q3 2018.
251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.