Certified Advisory Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-2,907	Closed	-$91K	–	321
2021 Q1	$91K	Buy	+2,907	New	+$85.8K	0.02%	264
2020 Q2	$492K	Sell	23,231 -7,116	-23%	-$141K	0.16%	121
2020 Q1	$547K	Buy	30,347 +927	+3%	+$22.9K	0.22%	104
2019 Q4	$844K	Buy	29,420 +15,629	+113%	+$436K	0.27%	90
2019 Q3	$377K	Sell	13,791 -75	-0.5%	-$2K	0.13%	138
2019 Q2	$376K	Buy	13,866 +1,293	+10%	+$35.3K	0.14%	126
2019 Q1	$346K	Buy	12,573 +3,033	+32%	+$82.9K	0.15%	123
2018 Q4	$234K	Buy	9,540 +332	+4%	+$9.03K	0.12%	137
2018 Q3	$274K	Buy	9,208 +1,342	+17%	+$40.4K	0.13%	129
2018 Q2	$233K	Buy	7,866 +7	+0.1%	+$202	0.13%	130
2018 Q1	$215K	Buy	7,859 +1,611	+26%	+$45.5K	0.13%	137
2017 Q4	$181K	Buy	+6,248	New	+$178K	0.13%	121

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Certified Advisory Corp's DES Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 2,907 shares — an estimated $91K sold.

Certified Advisory Corp first reported a position in DES in Q4 2017 and held it in 12 quarters. The position peaked at $844K in Q4 2019. 273 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Certified Advisory Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,907 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $91K.
Certified Advisory Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's WisdomTree US SmallCap Dividend Fund position peaked at $844K in Q4 2019.
273 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.