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

Avior 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
2024 Q2	–	Sell	-738	Closed	-$24.1K	–	2644
2024 Q1	$24.1K	Buy	738 +3	+0.4%	+$94	﹤0.01%	1520
2023 Q4	$23.6K	Sell	735 -1,425	-66%	-$41.4K	﹤0.01%	858
2023 Q3	$60.9K	Buy	2,160 +6	+0.3%	+$176	﹤0.01%	726
2023 Q2	$62K	Sell	2,154 -2,031	-49%	-$56.6K	﹤0.01%	716
2023 Q1	$120K	Buy	+4,185	New	+$125K	0.01%	607

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's DES Position: Q2 2024 in Review

Avior Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 738 shares — an estimated $24.1K sold.

Avior Wealth Management first reported a position in DES in Q1 2023 and held it in 5 quarters. The position peaked at $120K in Q1 2023. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

Avior Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 738 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $24.1K.
Avior Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and held it in 5 quarters.
Avior Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $120K in Q1 2023.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.