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Thomaspartners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Thomaspartners’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
Q3 		– Sell
-156
Closed -$3K – 146
2013
Q2 		$3K Buy
+156
New +$2.99K ﹤0.01% 190

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Thomaspartners's DES Position: Q3 2013 in Review

Thomaspartners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2013, closing a stake of 156 shares — an estimated $3K sold.

Thomaspartners first reported a position in DES in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 87 funds tracked by Wall St. Rank hold DES as of Q3 2013.

  • Thomaspartners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 156 WisdomTree US SmallCap Dividend Fund shares in Q3 2013, an estimated $3K.
  • Thomaspartners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q2 2013.
  • 87 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.