Anchor Investment Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Anchor Investment 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
2021 Q3	–	Sell	-1,407	Closed	-$44.9K	–	943
2021 Q2	$44.9K	Hold	1,407	–	–	0.01%	548
2021 Q1	$43.8K	Sell	1,407 -300	-18%	-$8.85K	0.01%	530
2020 Q4	$45.4K	Hold	1,707	–	–	0.01%	484
2020 Q3	$36K	Hold	1,707	–	–	0.01%	485
2020 Q2	$36.2K	Sell	1,707 -95	-5%	-$1.89K	0.01%	477
2020 Q1	$32.5K	Hold	1,802	–	–	0.01%	488
2019 Q4	$51.7K	Buy	1,802 +95	+6%	+$2.65K	0.01%	452
2019 Q3	$46.7K	Hold	1,707	–	–	0.01%	466
2019 Q2	$46.3K	Hold	1,707	–	–	0.01%	462
2019 Q1	$47K	Hold	1,707	–	–	0.01%	449
2018 Q4	$41.9K	Hold	1,707	–	–	0.01%	463
2018 Q3	$50.7K	Hold	1,707	–	–	0.01%	474
2018 Q2	$50.6K	Hold	1,707	–	–	0.01%	481
2018 Q1	$46.8K	Hold	1,707	–	–	0.01%	485
2017 Q4	$49.6K	Hold	1,707	–	–	0.01%	466
2017 Q3	$47.8K	Buy	+1,707	New	+$45.6K	0.01%	450

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anchor Investment Management's DES Position: Q3 2021 in Review

Anchor Investment Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2021, closing a stake of 1,407 shares — an estimated $44.9K sold.

Anchor Investment Management first reported a position in DES in Q3 2017 and held it in 16 quarters. The position peaked at $51.7K in Q4 2019. 277 funds tracked by Wall St. Rank hold DES as of Q3 2021.

Anchor Investment Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Anchor Investment Management sold 1,407 WisdomTree US SmallCap Dividend Fund shares in Q3 2021, an estimated $44.9K.
Anchor Investment Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2017 and held it in 16 quarters.
Anchor Investment Management's WisdomTree US SmallCap Dividend Fund position peaked at $51.7K in Q4 2019.
277 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.