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

Almanack 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
2022
Q4 		– Sell
-1,134
Closed -$29K – 410
2022
Q3 		$29K Buy
+1,134
New +$32.9K 0.01% 328

Other funds holding DES

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Almanack Investment Partners's DES Position: Q4 2022 in Review

Almanack Investment Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022, closing a stake of 1,134 shares — an estimated $29K sold.

Almanack Investment Partners first reported a position in DES in Q3 2022 and held it in 1 quarter. The position peaked at $29K in Q3 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

  • Almanack Investment Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,134 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $29K.
  • Almanack Investment Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's WisdomTree US SmallCap Dividend Fund position peaked at $29K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.