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Banque Cantonale Vaudoise’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Banque Cantonale Vaudoise’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
-635
Closed -$20K – 1306
2021
Q2 		$20K Buy
+635
New +$20.5K ﹤0.01% 1165

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Banque Cantonale Vaudoise's DES Position: Q3 2021 in Review

Banque Cantonale Vaudoise sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2021, closing a stake of 635 shares — an estimated $20K sold.

Banque Cantonale Vaudoise first reported a position in DES in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 277 funds tracked by Wall St. Rank hold DES as of Q3 2021.

  • Banque Cantonale Vaudoise reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 635 WisdomTree US SmallCap Dividend Fund shares in Q3 2021, an estimated $20K.
  • Banque Cantonale Vaudoise first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Banque Cantonale Vaudoise's WisdomTree US SmallCap Dividend Fund position peaked at $20K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2021.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2021, filed 29 Oct 2021.