Aspire Private Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-654	Closed	-$22.6K	–	267
2024 Q3	$22.6K	Hold	654	–	–	0.01%	296
2024 Q2	$20.4K	Hold	654	–	–	0.01%	313
2024 Q1	$21.4K	Hold	654	–	–	0.01%	317
2023 Q4	$21K	Hold	654	–	–	0.01%	310
2023 Q3	$18.4K	Hold	654	–	–	0.01%	321
2023 Q2	$18.8K	Hold	654	–	–	0.01%	301
2023 Q1	$18.7K	Hold	654	–	–	0.01%	298
2022 Q4	$18.6K	Hold	654	–	–	0.01%	297
2022 Q3	$17K	Hold	654	–	–	0.01%	292
2022 Q2	$18K	Hold	654	–	–	0.01%	285
2022 Q1	$21K	Buy	+654	New	+$20.9K	0.01%	277

Other funds holding DES

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspire Private Capital's DES Position: Q4 2024 in Review

Aspire Private Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 654 shares — an estimated $22.6K sold.

Aspire Private Capital first reported a position in DES in Q1 2022 and held it in 11 quarters. The position peaked at $22.6K in Q3 2024. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

Aspire Private Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 654 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $22.6K.
Aspire Private Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and held it in 11 quarters.
Aspire Private Capital's WisdomTree US SmallCap Dividend Fund position peaked at $22.6K in Q3 2024.
332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.