Capital Advisory Group Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Capital Advisory Group Advisory 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
2020 Q2	–	Sell	-114	Closed	-$2K	–	468
2020 Q1	$2K	Buy	+114	New	+$2.82K	﹤0.01%	370
2019 Q4	–	Sell	-114	Closed	-$3K	–	253
2019 Q3	$3K	Buy	+114	New	+$3.04K	﹤0.01%	366

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

Capital Advisory Group Advisory Services's DES Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 114 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in DES in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 114 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 2 quarters.
Capital Advisory Group Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q3 2019.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.