Adams Chetwood Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$404K	Buy	12,675 +10	+0.1%	+$319	0.23%	60
2021 Q4	$416K	Hold	12,665	–	–	0.28%	58
2021 Q3	$390K	Buy	12,665 +1	+0%	+$31	0.28%	59
2021 Q2	$404K	Buy	12,664 +1,814	+17%	+$58.7K	0.29%	61
2021 Q1	$338K	Hold	10,850	–	–	0.26%	64
2020 Q4	$289K	Buy	10,850 +1	+0%	+$24	0.24%	66
2020 Q3	$229K	Hold	10,849	–	–	0.22%	67
2020 Q2	$230K	Hold	10,849	–	–	0.23%	66
2020 Q1	$217K	Buy	10,849 +1	+0%	+$25	0.25%	65
2019 Q4	$311K	Buy	+10,848	New	+$303K	0.32%	54

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adams Chetwood Wealth Management's DES Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.08% in Q1 2022, buying an estimated $319 and bringing the position to 12,675 shares worth $404K. The position accounts for 0.23% of the portfolio, ranked #60.

Adams Chetwood Wealth Management first reported a position in DES in Q4 2019 and has held it in 10 quarters since. The position peaked at $416K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q1 2022.

Adams Chetwood Wealth Management held 12,675 shares of WisdomTree US SmallCap Dividend Fund worth $404K as of Q1 2022.
Adams Chetwood Wealth Management bought 10 WisdomTree US SmallCap Dividend Fund shares in Q1 2022, an estimated $319.
WisdomTree US SmallCap Dividend Fund made up 0.23% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #60 holding.
Adams Chetwood Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $416K in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.