Capital Directions Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Capital Directions Investment Advisors’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	$79.5K	Buy	+2,796	New	+$80.3K	0.03%	90
2022 Q3	–	Sell	-2,746	Closed	-$79.6K	–	95
2022 Q2	$77K	Buy	2,746 +20	+0.7%	+$600	0.03%	101
2022 Q1	$87K	Buy	+2,726	New	+$87.1K	0.03%	108
2021 Q4	–	Sell	-2,689	Closed	-$83K	–	97
2021 Q3	$83K	Buy	2,689 +18	+0.7%	+$565	0.03%	105
2021 Q2	$85K	Buy	+2,671	New	+$86.4K	0.03%	91

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

Capital Directions Investment Advisors's DES Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022: 2,796 shares worth $79.5K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DES as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DES in Q2 2021 and has held it in 5 quarters since. The position peaked at $87K in Q1 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

Capital Directions Investment Advisors held 2,796 shares of WisdomTree US SmallCap Dividend Fund worth $79.5K as of Q4 2022.
WisdomTree US SmallCap Dividend Fund was a new Capital Directions Investment Advisors position in Q4 2022.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #90 holding.
Capital Directions Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and has held it in 5 quarters since.
Capital Directions Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $87K in Q1 2022.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.