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

BDO 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
2023 Q2	$40.2K	Hold	1,395	–	–	﹤0.01%	473
2023 Q1	$39.8K	Hold	1,395	–	–	﹤0.01%	459
2022 Q4	$39.7K	Hold	1,395	–	–	﹤0.01%	451
2022 Q3	$36K	Hold	1,395	–	–	﹤0.01%	459
2022 Q2	$39K	Hold	1,395	–	–	﹤0.01%	444
2022 Q1	$44K	Hold	1,395	–	–	﹤0.01%	451
2021 Q4	$46K	Hold	1,395	–	–	﹤0.01%	457
2021 Q3	$43K	Hold	1,395	–	–	﹤0.01%	467
2021 Q2	$44K	Sell	1,395 -420	-23%	-$13.6K	﹤0.01%	478
2021 Q1	$57K	Buy	+1,815	New	+$53.5K	0.01%	434
2019 Q3	–	Sell	-977	Closed	-$26K	–	627
2019 Q2	$26K	Buy	977 +8	+0.8%	+$219	0.01%	366
2019 Q1	$27K	Buy	969 +1	+0.1%	+$27	0.01%	341
2018 Q4	$24K	Buy	968 +10	+1%	+$272	0.01%	320
2018 Q3	$28K	Buy	958 +10	+1%	+$301	0.01%	348
2018 Q2	$28K	Buy	948 +6	+0.6%	+$173	0.01%	348
2018 Q1	$26K	Buy	+942	New	+$26.6K	0.01%	303

Other funds holding DES

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BDO Wealth Advisors's DES Position: Q2 2023 in Review

BDO Wealth Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2023 at 1,395 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

BDO Wealth Advisors first reported a position in DES in Q1 2018 and has held it in 16 quarters since. The position peaked at $57K in Q1 2021. 295 funds tracked by Wall St. Rank hold DES as of Q2 2023.

BDO Wealth Advisors held 1,395 shares of WisdomTree US SmallCap Dividend Fund worth $40.2K as of Q2 2023.
BDO Wealth Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2023.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #473 holding.
BDO Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and has held it in 16 quarters since.
BDO Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $57K in Q1 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.