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Washington Trust Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Washington Trust Bank’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
Q2 		– Sell
-903
Closed -$21K – 824
2016
Q1 		$21K Buy
+903
New +$18.8K 0.01% 495

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Bank of America
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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
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
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Washington Trust Bank's DES Position: Q2 2016 in Review

Washington Trust Bank sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2016, closing a stake of 903 shares — an estimated $21K sold.

Washington Trust Bank first reported a position in DES in Q1 2016 and held it in 1 quarter. The position peaked at $21K in Q1 2016. 147 funds tracked by Wall St. Rank hold DES as of Q2 2016.

  • Washington Trust Bank reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Washington Trust Bank sold 903 WisdomTree US SmallCap Dividend Fund shares in Q2 2016, an estimated $21K.
  • Washington Trust Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2016 and held it in 1 quarter.
  • Washington Trust Bank's WisdomTree US SmallCap Dividend Fund position peaked at $21K in Q1 2016.
  • 147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2016.

Based on Washington Trust Bank's 13F filing for Q2 2016, filed 7 Jul 2016.