V
DES icon

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

Veritable’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
2016
Q1 		– Sell
-9,288
Closed -$201K – 715
2015
Q4 		$201K Buy
+9,288
New +$206K 0.01% 688
2015
Q3 		– Sell
-9,288
Closed -$218K – 722
2015
Q2 		$218K Sell
9,288
-16,050
-63% -$382K 0.01% 670
2015
Q1 		$609K Buy
25,338
+1,050
+4% +$24.7K 0.01% 539
2014
Q4 		$574K Hold
24,288
– – 0.01% 557
2014
Q3 		$526K Hold
24,288
– – 0.01% 590
2014
Q2 		$567K Sell
24,288
-7,977
-25% -$181K 0.01% 564
2014
Q1 		$734K Hold
32,265
– – 0.02% 472
2013
Q4 		$729K Hold
32,265
– – 0.02% 461
2013
Q3 		$674K Sell
32,265
-16,500
-34% -$339K 0.02% 482
2013
Q2 		$948K Buy
+48,765
New +$935K 0.02% 410

Other funds holding DES

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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 $147B AUM 18.73% 1-Year Est. Return