Cedar Brook Financial Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-6,303	Closed	-$206K	–	104
2024 Q1	$206K	Buy	+6,303	New	+$197K	0.04%	419
2022 Q2	–	Sell	-6,563	Closed	-$209K	–	356
2022 Q1	$209K	Buy	6,563 +273	+4%	+$8.72K	0.05%	355
2021 Q4	$207K	Buy	+6,290	New	+$203K	0.05%	356
2021 Q2	–	Sell	-6,465	Closed	-$201K	–	375
2021 Q1	$201K	Buy	+6,465	New	+$191K	0.07%	308

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's DES Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 6,303 shares — an estimated $206K sold.

Cedar Brook Financial Partners first reported a position in DES in Q1 2021 and held it in 4 quarters. The position peaked at $209K in Q1 2022. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

Cedar Brook Financial Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,303 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $206K.
Cedar Brook Financial Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 4 quarters.
Cedar Brook Financial Partners's WisdomTree US SmallCap Dividend Fund position peaked at $209K in Q1 2022.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.