Wisconsin Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wisconsin Capital Management’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
2014 Q4	$1.18M	Buy	50,025 +540	+1%	+$12.4K	0.42%	65
2014 Q3	$1.07M	Buy	49,485 +1,545	+3%	+$35.1K	0.4%	64
2014 Q2	$1.12M	Buy	47,940 +1,680	+4%	+$38K	0.41%	65
2014 Q1	$1.05M	Buy	46,260 +150	+0.3%	+$3.33K	0.4%	64
2013 Q4	$1.04M	Buy	46,110 +300	+0.7%	+$6.54K	0.41%	59
2013 Q3	$956K	Sell	45,810 -1,200	-3%	-$24.7K	0.41%	60
2013 Q2	$914K	Buy	+47,010	New	+$902K	0.39%	58

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

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

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wisconsin Capital Management's DES Position: Q4 2014 in Review

Wisconsin Capital Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q4 2014, buying an estimated $12.4K and bringing the position to 50,025 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #65.

Wisconsin Capital Management first reported a position in DES in Q2 2013 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold DES as of Q4 2014.

Wisconsin Capital Management held 50,025 shares of WisdomTree US SmallCap Dividend Fund worth $1.18M as of Q4 2014.
Wisconsin Capital Management bought 540 WisdomTree US SmallCap Dividend Fund shares in Q4 2014, an estimated $12.4K.
WisdomTree US SmallCap Dividend Fund made up 0.42% of Wisconsin Capital Management's portfolio in Q4 2014, its #65 holding.
Wisconsin Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.