UFA
DES icon

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

US Financial 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
2015
Q4 		– Sell
-1,500
Closed -$32K – 625
2015
Q3 		$32K Buy
+1,500
New +$33.5K 0.05% 154

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

US Financial Advisors's DES Position: Q4 2015 in Review

US Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2015, closing a stake of 1,500 shares — an estimated $32K sold.

US Financial Advisors first reported a position in DES in Q3 2015 and held it in 1 quarter. The position peaked at $32K in Q3 2015. 147 funds tracked by Wall St. Rank hold DES as of Q4 2015.

  • US Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 1,500 WisdomTree US SmallCap Dividend Fund shares in Q4 2015, an estimated $32K.
  • US Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2015 and held it in 1 quarter.
  • US Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $32K in Q3 2015.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.