VWA
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V Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

V Wealth 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
-120
Closed -$3K – 318
2017
Q2 		$3K Buy
+120
New +$3.22K ﹤0.01% 707

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

V Wealth Advisors's DES Position: Q3 2017 in Review

V Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2017, closing a stake of 120 shares — an estimated $3K sold.

V Wealth Advisors first reported a position in DES in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 190 funds tracked by Wall St. Rank hold DES as of Q3 2017.

  • V Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 120 WisdomTree US SmallCap Dividend Fund shares in Q3 2017, an estimated $3K.
  • V Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q2 2017.
  • 190 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.