WFG Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

WFG Advisors’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 Q2	$24K	Sell	906 -150	-14%	-$4.03K	0.01%	893
2017 Q1	$28K	Hold	1,056	–	–	0.01%	808
2016 Q4	$29K	Hold	1,056	–	–	0.01%	846
2016 Q3	$26K	Sell	1,056 -150	-12%	-$3.72K	0.01%	877
2016 Q2	$29K	Sell	1,206 -5,175	-81%	-$120K	0.01%	833
2016 Q1	$146K	Buy	6,381 +5,025	+371%	+$105K	0.04%	392
2015 Q4	$29K	Hold	1,356	–	–	0.01%	804
2015 Q3	$28K	Hold	1,356	–	–	0.01%	796
2015 Q2	$32K	Hold	1,356	–	–	0.01%	844
2015 Q1	$33K	Sell	1,356 -261	-16%	-$6.14K	0.01%	832
2014 Q4	$38K	Hold	1,617	–	–	0.01%	986
2014 Q3	$35K	Hold	1,617	–	–	0.01%	1038
2014 Q2	$38K	Hold	1,617	–	–	0.01%	1020
2014 Q1	$37K	Sell	1,617 -63	-4%	-$1.4K	0.01%	1019
2013 Q4	$38K	Buy	1,680 +540	+47%	+$11.8K	0.01%	1101
2013 Q3	$24K	Hold	1,140	–	–	﹤0.01%	1201
2013 Q2	$22K	Buy	+1,140	New	+$21.9K	﹤0.01%	1177

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

UCFA

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's DES Position: Q2 2017 in Review

WFG Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 14% in Q2 2017, selling an estimated $4.03K and leaving 906 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #893.

WFG Advisors first reported a position in DES in Q2 2013 and has held it in 17 quarters since. The position peaked at $146K in Q1 2016. 195 funds tracked by Wall St. Rank hold DES as of Q2 2017.

WFG Advisors held 906 shares of WisdomTree US SmallCap Dividend Fund worth $24K as of Q2 2017.
WFG Advisors sold 150 WisdomTree US SmallCap Dividend Fund shares in Q2 2017, an estimated $4.03K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #893 holding.
WFG Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $146K in Q1 2016.
195 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.