YorkBridge Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

YorkBridge Wealth Partners’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 Q2	–	Sell	-750	Closed	-$21K	–	848
2018 Q1	$21K	Hold	750	–	–	0.01%	509
2017 Q4	$20K	Hold	750	–	–	0.01%	513
2017 Q3	$21K	Hold	750	–	–	0.01%	509
2017 Q2	$20K	Hold	750	–	–	0.01%	511
2017 Q1	$20K	Hold	750	–	–	0.01%	505
2016 Q4	$20K	Buy	+750	New	+$19.4K	0.01%	474

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

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

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

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

YorkBridge Wealth Partners's DES Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2018, closing a stake of 750 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in DES in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q1 2018. 235 funds tracked by Wall St. Rank hold DES as of Q2 2018.

YorkBridge Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 750 WisdomTree US SmallCap Dividend Fund shares in Q2 2018, an estimated $21K.
YorkBridge Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $21K in Q1 2018.
235 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.