Atlas Private Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-2,250	Closed	-$69K	–	288
2021 Q3	$69K	Hold	2,250	–	–	0.04%	208
2021 Q2	$72K	Hold	2,250	–	–	0.04%	195
2021 Q1	$70K	Hold	2,250	–	–	0.04%	202
2020 Q4	$60K	Hold	2,250	–	–	0.04%	197
2020 Q3	$47K	Hold	2,250	–	–	0.04%	206
2020 Q2	$48K	Buy	+2,250	New	+$44.7K	0.04%	209

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's DES Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 2,250 shares — an estimated $69K sold.

Atlas Private Wealth Advisors first reported a position in DES in Q2 2020 and held it in 6 quarters. The position peaked at $72K in Q2 2021. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,250 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $69K.
Atlas Private Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $72K in Q2 2021.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.