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

BlackDiamond 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
2023
Q1 		– Sell
-24,690
Closed -$731K – 117
2022
Q4 		$731K Buy
24,690
+2,006
+9% +$57.6K 0.83% 29
2022
Q3 		$642K Buy
+22,684
New +$657K 0.77% 28

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
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

BlackDiamond Wealth Management's DES Position: Q1 2023 in Review

BlackDiamond Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 24,690 shares — an estimated $731K sold.

BlackDiamond Wealth Management first reported a position in DES in Q3 2022 and held it in 2 quarters. The position peaked at $731K in Q4 2022. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

  • BlackDiamond Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 24,690 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $731K.
  • BlackDiamond Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and held it in 2 quarters.
  • BlackDiamond Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $731K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.