Bickling Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bickling Financial Services’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
2022 Q4	$520K	Sell	18,276 -70	-0.4%	-$2.01K	0.32%	56
2022 Q3	$473K	Buy	18,346 +158	+0.9%	+$4.58K	0.32%	60
2022 Q2	$513K	Sell	18,188 -754	-4%	-$22.6K	0.33%	60
2022 Q1	$604K	Sell	18,942 -36	-0.2%	-$1.15K	0.31%	57
2021 Q4	$624K	Sell	18,978 -2	-0%	-$65	0.3%	58
2021 Q3	$585K	Sell	18,980 -70	-0.4%	-$2.2K	0.3%	58
2021 Q2	$608K	Buy	19,050 +4,091	+27%	+$132K	0.27%	60
2021 Q1	$466K	Hold	14,959	–	–	0.23%	74
2020 Q4	$398K	Buy	+14,959	New	+$363K	0.25%	65

Other funds holding DES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bickling Financial Services's DES Position: Q4 2022 in Review

Bickling Financial Services reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.38% in Q4 2022, selling an estimated $2.01K and leaving 18,276 shares worth $520K. The position accounts for 0.32% of the portfolio, ranked #56.

Bickling Financial Services first reported a position in DES in Q4 2020 and has held it in 9 quarters since. The position peaked at $624K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

Bickling Financial Services held 18,276 shares of WisdomTree US SmallCap Dividend Fund worth $520K as of Q4 2022.
Bickling Financial Services sold 70 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $2.01K.
WisdomTree US SmallCap Dividend Fund made up 0.32% of Bickling Financial Services's portfolio in Q4 2022, its #56 holding.
Bickling Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $624K in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.