AWM
DES icon

Aspire Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Aspire Wealth 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
2023
Q1 		– Sell
-153
Closed -$4.34K – 190
2022
Q4 		$4.34K Sell
153
-1,130
-88% -$32.5K ﹤0.01% 175
2022
Q3 		$33K Buy
1,283
+11
+0.9% +$319 0.03% 120
2022
Q2 		$36K Buy
1,272
+8
+0.6% +$240 0.03% 126
2022
Q1 		$40K Sell
1,264
-301
-19% -$9.61K 0.03% 127
2021
Q4 		$51K Buy
+1,565
New +$50.6K 0.04% 121

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
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

Aspire Wealth Management's DES Position: Q1 2023 in Review

Aspire Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 153 shares — an estimated $4.34K sold.

Aspire Wealth Management first reported a position in DES in Q4 2021 and held it in 5 quarters. The position peaked at $51K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

  • Aspire Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 153 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $4.34K.
  • Aspire Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 5 quarters.
  • Aspire Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $51K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.