Andrew C. Karlinski’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Andrew C. Karlinski’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	-270	Closed	-$7K	–	40
2022 Q3	$7K	Hold	270	–	–	0.01%	169
2022 Q2	$8K	Hold	270	–	–	0.01%	176
2022 Q1	$9K	Hold	270	–	–	0.02%	170
2021 Q4	$9K	Buy	+270	New	+$8.73K	0.02%	132

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Andrew C. Karlinski's DES Position: Q4 2022 in Review

Andrew C. Karlinski sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022, closing a stake of 270 shares — an estimated $7K sold.

Andrew C. Karlinski first reported a position in DES in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

Andrew C. Karlinski reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 270 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $7K.
Andrew C. Karlinski first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's WisdomTree US SmallCap Dividend Fund position peaked at $9K in Q1 2022.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.