Ancora Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ancora Advisors’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 Q1	–	Sell	-3,405	Closed	-$91K	–	1748
2020 Q4	$91K	Hold	3,405	–	–	﹤0.01%	767
2020 Q3	$72K	Hold	3,405	–	–	﹤0.01%	784
2020 Q2	$72K	Sell	3,405 -216	-6%	-$4.29K	﹤0.01%	766
2020 Q1	$65K	Sell	3,621 -3,621	-50%	-$89.6K	﹤0.01%	837
2019 Q4	$203K	Buy	+7,242	New	+$202K	0.01%	650
2018 Q4	–	Sell	-4,071	Closed	-$121K	–	743
2018 Q3	$121K	Buy	+4,071	New	+$123K	﹤0.01%	718
2017 Q1	–	Sell	-4,185	Closed	-$116K	–	707
2016 Q4	$116K	Buy	+4,185	New	+$108K	0.01%	640

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ancora Advisors's DES Position: Q1 2021 in Review

Ancora Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 3,405 shares — an estimated $91K sold.

Ancora Advisors first reported a position in DES in Q4 2016 and held it in 7 quarters. The position peaked at $203K in Q4 2019. 274 funds tracked by Wall St. Rank hold DES as of Q1 2021.

Ancora Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Ancora Advisors sold 3,405 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $91K.
Ancora Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 7 quarters.
Ancora Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $203K in Q4 2019.
274 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.