Ahrens Investment Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ahrens Investment 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
2023 Q1	$17.1K	Buy	+600	New	+$18K	0.01%	498
2022 Q3	–	Sell	-600	Closed	-$17K	–	338
2022 Q2	$17K	Hold	600	–	–	0.01%	529
2022 Q1	$19K	Hold	600	–	–	0.01%	589
2021 Q4	$20K	Buy	+600	New	+$19.4K	0.01%	576
2017 Q3	–	Sell	-7,623	Closed	-$204K	–	162
2017 Q2	$204K	Sell	7,623 -600	-7%	-$16.1K	0.09%	142
2017 Q1	$221K	Sell	8,223 -162	-2%	-$4.39K	0.11%	116
2016 Q4	$231K	Buy	+8,385	New	+$217K	0.12%	109

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ahrens Investment Partners's DES Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023: 600 shares worth $17.1K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DES as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DES in Q4 2016 and has held it in 7 quarters since. The position peaked at $231K in Q4 2016. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

Ahrens Investment Partners held 600 shares of WisdomTree US SmallCap Dividend Fund worth $17.1K as of Q1 2023.
WisdomTree US SmallCap Dividend Fund was a new Ahrens Investment Partners position in Q1 2023.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #498 holding.
Ahrens Investment Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and has held it in 7 quarters since.
Ahrens Investment Partners's WisdomTree US SmallCap Dividend Fund position peaked at $231K in Q4 2016.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.