1IA
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1834 Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

1834 Investment 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
2022
Q3 		– Sell
-10,363
Closed -$292K – 256
2022
Q2 		$292K Buy
10,363
+1,103
+12% +$33.1K 0.04% 160
2022
Q1 		$295K Hold
9,260
– – 0.04% 163
2021
Q4 		$304K Buy
9,260
+240
+3% +$7.76K 0.03% 158
2021
Q3 		$278K Buy
9,020
+2,936
+48% +$92.1K 0.03% 166
2021
Q2 		$194K Sell
6,084
-8,558
-58% -$277K 0.02% 193
2021
Q1 		$456K Sell
14,642
-335
-2% -$9.88K 0.06% 133
2020
Q4 		$398K Buy
14,977
+360
+2% +$8.73K 0.05% 143
2020
Q3 		$308K Sell
14,617
-6,814
-32% -$148K 0.04% 148
2020
Q2 		$454K Buy
21,431
+6,454
+43% +$128K 0.07% 120
2020
Q1 		$270K Buy
14,977
+5,637
+60% +$139K 0.05% 150
2019
Q4 		$268K Sell
9,340
-110
-1% -$3.07K 0.04% 167
2019
Q3 		$258K Sell
9,450
-7,825
-45% -$209K 0.04% 176
2019
Q2 		$468K Buy
17,275
+1,110
+7% +$30.3K 0.07% 119
2019
Q1 		$445K Buy
16,165
+104
+0.6% +$2.84K 0.07% 122
2018
Q4 		$394K Buy
16,061
+801
+5% +$21.8K 0.07% 124
2018
Q3 		$454K Hold
15,260
– – 0.07% 128
2018
Q2 		$452K Buy
15,260
+165
+1% +$4.76K 0.07% 125
2018
Q1 		$414K Buy
15,095
+8,660
+135% +$244K 0.07% 132
2017
Q4 		$187K Buy
+6,435
New +$183K 0.03% 178

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's DES Position: Q3 2022 in Review

1834 Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 10,363 shares — an estimated $292K sold.

1834 Investment Advisors first reported a position in DES in Q4 2017 and held it in 19 quarters. The position peaked at $468K in Q2 2019. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

  • 1834 Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 10,363 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $292K.
  • 1834 Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 19 quarters.
  • 1834 Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $468K in Q2 2019.
  • 284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.