Blue Capital Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Blue Capital Inc’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
2024 Q4	$838K	Buy	+24,388	New	+$863K	0.59%	46

Other funds holding DES

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Blue Capital Inc's DES Position: Q4 2024 in Review

Blue Capital Inc opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024: 24,388 shares worth $838K. The stake represents 0.59% of the portfolio and ranks #46 among its holdings.

332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

Blue Capital Inc held 24,388 shares of WisdomTree US SmallCap Dividend Fund worth $838K as of Q4 2024.
WisdomTree US SmallCap Dividend Fund was a new Blue Capital Inc position in Q4 2024.
WisdomTree US SmallCap Dividend Fund made up 0.59% of Blue Capital Inc's portfolio in Q4 2024, its #46 holding.
332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.