Avantax Planning Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Avantax Planning 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
2021 Q3	–	Sell	-8,435	Closed	-$269K	–	343
2021 Q2	$269K	Hold	8,435	–	–	0.01%	271
2021 Q1	$263K	Buy	+8,435	New	+$249K	0.01%	257
2018 Q4	–	Sell	-5,102	Closed	-$152K	–	492
2018 Q3	$152K	Buy	+5,102	New	+$154K	0.01%	272
2018 Q2	–	Sell	-5,835	Closed	-$160K	–	521
2018 Q1	$160K	Sell	5,835 -14,938	-72%	-$422K	0.01%	330
2017 Q4	$603K	Buy	20,773 +1,255	+6%	+$35.8K	0.06%	148
2017 Q3	$547K	Buy	19,518 +498	+3%	+$13.3K	0.04%	196
2017 Q2	$510K	Buy	19,020 +2,064	+12%	+$55.4K	0.04%	187
2017 Q1	$456K	Buy	16,956 +24	+0.1%	+$650	0.04%	193
2016 Q4	$467K	Buy	+16,932	New	+$438K	0.05%	171

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Avantax Planning Partners's DES Position: Q3 2021 in Review

Avantax Planning Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2021, closing a stake of 8,435 shares — an estimated $269K sold.

Avantax Planning Partners first reported a position in DES in Q4 2016 and held it in 9 quarters. The position peaked at $603K in Q4 2017. 277 funds tracked by Wall St. Rank hold DES as of Q3 2021.

Avantax Planning Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Avantax Planning Partners sold 8,435 WisdomTree US SmallCap Dividend Fund shares in Q3 2021, an estimated $269K.
Avantax Planning Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2016 and held it in 9 quarters.
Avantax Planning Partners's WisdomTree US SmallCap Dividend Fund position peaked at $603K in Q4 2017.
277 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2021.

Based on Avantax Planning Partners's 13F filing for Q3 2021, filed 27 Oct 2021.