Wealthspire Advisors (Maryland)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-3,000	Closed	-$83K	–	839
2019 Q1	$83K	Hold	3,000	–	–	0.01%	707
2018 Q4	$74K	Hold	3,000	–	–	0.01%	707
2018 Q3	$89K	Hold	3,000	–	–	0.01%	740
2018 Q2	$89K	Hold	3,000	–	–	0.01%	751
2018 Q1	$82K	Hold	3,000	–	–	0.01%	786
2017 Q4	$87K	Hold	3,000	–	–	0.01%	768
2017 Q3	$84K	Hold	3,000	–	–	0.01%	779
2017 Q2	$80K	Hold	3,000	–	–	0.01%	773
2017 Q1	$81K	Hold	3,000	–	–	0.01%	662
2016 Q4	$83K	Hold	3,000	–	–	0.01%	639
2016 Q3	$75K	Hold	3,000	–	–	0.01%	662
2016 Q2	$72K	Hold	3,000	–	–	0.01%	626
2016 Q1	$69K	Hold	3,000	–	–	0.01%	620
2015 Q4	$65K	Buy	+3,000	New	+$66.5K	0.01%	643

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DES Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2019, closing a stake of 3,000 shares — an estimated $83K sold.

Wealthspire Advisors (Maryland) first reported a position in DES in Q4 2015 and held it in 14 quarters. The position peaked at $89K in Q3 2018. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,000 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $83K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree US SmallCap Dividend Fund position peaked at $89K in Q3 2018.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.