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Associated Banc-Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Associated Banc-Corp’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
2020
Q4 		– Sell
-781
Closed -$16K – 991
2020
Q3 		$16K Hold
781
– – ﹤0.01% 404
2020
Q2 		$17K Hold
781
– – ﹤0.01% 393
2020
Q1 		$14K Buy
+781
New +$19.3K ﹤0.01% 387

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Associated Banc-Corp's DES Position: Q4 2020 in Review

Associated Banc-Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 781 shares — an estimated $16K sold.

Associated Banc-Corp first reported a position in DES in Q1 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2020. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

  • Associated Banc-Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Associated Banc-Corp sold 781 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $16K.
  • Associated Banc-Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and held it in 3 quarters.
  • Associated Banc-Corp's WisdomTree US SmallCap Dividend Fund position peaked at $17K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Associated Banc-Corp's 13F filing for Q4 2020, filed 11 Feb 2021.