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

BerganKDV 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
2020 Q2	–	Sell	-147	Closed	-$3K	–	985
2020 Q1	$3K	Buy	+147	New	+$3.64K	﹤0.01%	658
2019 Q3	–	Sell	-900	Closed	-$24K	–	697
2019 Q2	$24K	Hold	900	–	–	﹤0.01%	404
2019 Q1	$25K	Hold	900	–	–	0.01%	409
2018 Q4	$22K	Sell	900 -1,872	-68%	-$50.9K	0.01%	383
2018 Q3	$82K	Hold	2,772	–	–	0.02%	268
2018 Q2	$82K	Buy	+2,772	New	+$80K	0.02%	265

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

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

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

UCFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BerganKDV Wealth Management's DES Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 147 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in DES in Q2 2018 and held it in 6 quarters. The position peaked at $82K in Q3 2018. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

BerganKDV Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 147 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 6 quarters.
BerganKDV Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $82K in Q3 2018.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.