Apexium Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Apexium Financial’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
2023 Q1	–	Sell	-7,412	Closed	-$211K	–	213
2022 Q4	$211K	Sell	7,412 -2,082	-22%	-$59.8K	0.02%	195
2022 Q3	$244K	Buy	+9,494	New	+$275K	0.03%	175
2020 Q2	–	Sell	-31,888	Closed	-$575K	–	75
2020 Q1	$575K	Buy	31,888 +9,711	+44%	+$240K	0.76%	29
2019 Q4	$636K	Buy	+22,177	New	+$618K	0.82%	28

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

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

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

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

Apexium Financial's DES Position: Q1 2023 in Review

Apexium Financial sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 7,412 shares — an estimated $211K sold.

Apexium Financial first reported a position in DES in Q4 2019 and held it in 4 quarters. The position peaked at $636K in Q4 2019. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

Apexium Financial reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Apexium Financial sold 7,412 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $211K.
Apexium Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 4 quarters.
Apexium Financial's WisdomTree US SmallCap Dividend Fund position peaked at $636K in Q4 2019.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Apexium Financial's 13F filing for Q1 2023, filed 17 May 2023.