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

Ausdal Financial Partners’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
2022
Q2 		– Sell
-6,303
Closed -$201K – 469
2022
Q1 		$201K Sell
6,303
-690
-10% -$22K 0.03% 451
2021
Q4 		$230K Sell
6,993
-272
-4% -$8.8K 0.03% 431
2021
Q3 		$224K Sell
7,265
-378
-5% -$11.9K 0.03% 415
2021
Q2 		$244K Buy
7,643
+25
+0.3% +$808 0.04% 387
2021
Q1 		$237K Sell
7,618
-278
-4% -$8.2K 0.04% 382
2020
Q4 		$210K Sell
7,896
-3,011
-28% -$73K 0.04% 378
2020
Q3 		$230K Buy
+10,907
New +$238K 0.06% 306
2018
Q4 		– Sell
-13,089
Closed -$389K – 272
2018
Q3 		$389K Sell
13,089
-4,927
-27% -$148K 0.11% 227
2018
Q2 		$534K Buy
18,016
+7,384
+69% +$213K 0.16% 182
2018
Q1 		$291K Sell
10,632
-18,709
-64% -$528K 0.1% 255
2017
Q4 		$852K Buy
29,341
+2,803
+11% +$79.9K 0.31% 99
2017
Q3 		$743K Buy
26,538
+6,093
+30% +$163K 0.29% 99
2017
Q2 		$548K Buy
20,445
+4,245
+26% +$114K 0.23% 123
2017
Q1 		$435K Buy
16,200
+7,116
+78% +$193K 0.2% 131
2016
Q4 		$250K Buy
9,084
+690
+8% +$17.8K 0.12% 202
2016
Q3 		$210K Buy
+8,394
New +$208K 0.11% 225
2016
Q1 		– Sell
-393
Closed -$9K – 388
2015
Q4 		$9K Buy
+393
New +$8.71K ﹤0.01% 925

Other funds holding DES

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

Ausdal Financial Partners's DES Position: Q2 2022 in Review

Ausdal Financial Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 6,303 shares — an estimated $201K sold.

Ausdal Financial Partners first reported a position in DES in Q4 2015 and held it in 17 quarters. The position peaked at $852K in Q4 2017. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

  • Ausdal Financial Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,303 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $201K.
  • Ausdal Financial Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 17 quarters.
  • Ausdal Financial Partners's WisdomTree US SmallCap Dividend Fund position peaked at $852K in Q4 2017.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.