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

WealthOne’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
2019
Q1 		– Sell
-2,593
Closed -$64K – 174
2018
Q4 		$64K Buy
+2,593
New +$70.5K 0.06% 158

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthOne's DES Position: Q1 2019 in Review

WealthOne sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2019, closing a stake of 2,593 shares — an estimated $64K sold.

WealthOne first reported a position in DES in Q4 2018 and held it in 1 quarter. The position peaked at $64K in Q4 2018. 251 funds tracked by Wall St. Rank hold DES as of Q1 2019.

  • WealthOne reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,593 WisdomTree US SmallCap Dividend Fund shares in Q1 2019, an estimated $64K.
  • WealthOne first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree US SmallCap Dividend Fund position peaked at $64K in Q4 2018.
  • 251 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.