Suntrust Banks’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Suntrust Banks’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 Q1	–	Sell	-40,380	Closed	-$1.17M	–	1294
2017 Q4	$1.17M	Buy	+40,380	New	+$1.15M	0.01%	659
2016 Q2	–	Sell	-13,851	Closed	-$317K	–	1507
2016 Q1	$317K	Hold	13,851	–	–	﹤0.01%	1106
2015 Q4	$299K	Hold	13,851	–	–	﹤0.01%	1134
2015 Q3	$290K	Buy	13,851 +4,020	+41%	+$89.7K	﹤0.01%	1027
2015 Q2	$230K	Buy	+9,831	New	+$234K	﹤0.01%	1120
2014 Q4	–	Sell	-18,876	Closed	-$408K	–	1207
2014 Q3	$408K	Sell	18,876 -450	-2%	-$10.2K	﹤0.01%	1040
2014 Q2	$450K	Sell	19,326 -34,521	-64%	-$781K	﹤0.01%	1032
2014 Q1	$1.23M	Hold	53,847	–	–	﹤0.01%	863
2013 Q4	$1.22M	Sell	53,847 -25,278	-32%	-$551K	﹤0.01%	842
2013 Q3	$1.65M	Buy	79,125 +2,748	+4%	+$56.5K	0.01%	704
2013 Q2	$1.49M	Buy	+76,377	New	+$1.46M	0.01%	700

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Suntrust Banks's DES Position: Q1 2018 in Review

Suntrust Banks sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2018, closing a stake of 40,380 shares — an estimated $1.17M sold.

Suntrust Banks first reported a position in DES in Q2 2013 and held it in 11 quarters. The position peaked at $1.65M in Q3 2013. 233 funds tracked by Wall St. Rank hold DES as of Q1 2018.

Suntrust Banks reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Suntrust Banks sold 40,380 WisdomTree US SmallCap Dividend Fund shares in Q1 2018, an estimated $1.17M.
Suntrust Banks first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 11 quarters.
Suntrust Banks's WisdomTree US SmallCap Dividend Fund position peaked at $1.65M in Q3 2013.
233 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2018.

Based on Suntrust Banks's 13F filing for Q1 2018, filed 14 May 2018.