Alpine Woods Capital Investors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Alpine Woods Capital Investors’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
2021 Q2	–	Sell	-10,000	Closed	-$312K	–	231
2021 Q1	$312K	Hold	10,000	–	–	0.03%	209
2020 Q4	$266K	Hold	10,000	–	–	0.03%	208
2020 Q3	$211K	Hold	10,000	–	–	0.03%	225
2020 Q2	$212K	Hold	10,000	–	–	0.04%	237
2020 Q1	$180K	Hold	10,000	–	–	0.04%	240
2019 Q4	$287K	Hold	10,000	–	–	0.05%	227
2019 Q3	$274K	Sell	10,000 -25,000	-71%	-$667K	0.05%	220
2019 Q2	$949K	Hold	35,000	–	–	0.2%	119
2019 Q1	$964K	Hold	35,000	–	–	0.21%	112
2018 Q4	$859K	Buy	+35,000	New	+$952K	0.21%	114

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $34.1B AUM 29.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alpine Woods Capital Investors's DES Position: Q2 2021 in Review

Alpine Woods Capital Investors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 10,000 shares — an estimated $312K sold.

Alpine Woods Capital Investors first reported a position in DES in Q4 2018 and held it in 10 quarters. The position peaked at $964K in Q1 2019. 273 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Alpine Woods Capital Investors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Alpine Woods Capital Investors sold 10,000 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $312K.
Alpine Woods Capital Investors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 10 quarters.
Alpine Woods Capital Investors's WisdomTree US SmallCap Dividend Fund position peaked at $964K in Q1 2019.
273 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2021, filed 9 Aug 2021.