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

WealthShield’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 Q4	$54K	Buy	+1,839	New	+$52.4K	0.03%	152

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthShield's DES Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2017: 1,839 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

227 funds tracked by Wall St. Rank hold DES as of Q4 2017.

WealthShield held 1,839 shares of WisdomTree US SmallCap Dividend Fund worth $54K as of Q4 2017.
WisdomTree US SmallCap Dividend Fund was a new WealthShield position in Q4 2017.
WisdomTree US SmallCap Dividend Fund made up 0.03% of WealthShield's portfolio in Q4 2017, its #152 holding.
227 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.