Wolverine Trading
DES icon

Wolverine Trading’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wolverine Trading’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
2018
Q4 		– Sell
-10,700
Closed -$318K – 4584
2018
Q3 		$318K Buy
+10,700
New +$322K ﹤0.01% 3672
2017
Q1 		– Sell
-17,100
Closed -$472K – 4381
2016
Q4 		$472K Buy
+17,100
New +$442K ﹤0.01% 2700

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wolverine Trading's DES Position: Q1 2017 in Review

Wolverine Trading sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2017, closing a stake of 10,944 shares — an estimated $302K sold.

Wolverine Trading first reported a position in DES in Q4 2016 and held it in 1 quarter. The position peaked at $302K in Q4 2016. 189 funds tracked by Wall St. Rank hold DES as of Q1 2017.

  • Wolverine Trading reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Wolverine Trading sold 10,944 WisdomTree US SmallCap Dividend Fund shares in Q1 2017, an estimated $302K.
  • Wolverine Trading first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Wolverine Trading's WisdomTree US SmallCap Dividend Fund position peaked at $302K in Q4 2016.
  • 189 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2017.

Based on Wolverine Trading's 13F filing for Q1 2017, filed 15 May 2017.