Cetera Advisor Networks’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.63M | Buy |
111,181
+487
| +0.4% | +$15.2K | 0.02% | 756 |
|
|
2023
Q4 | $3.56M | Buy |
110,694
+7,050
| +7% | +$205K | 0.02% | 729 |
|
|
2023
Q3 | $2.92M | Buy |
103,644
+3,864
| +4% | +$113K | 0.02% | 745 |
|
|
2023
Q2 | $2.87M | Sell |
99,780
-4,589
| -4% | -$128K | 0.02% | 726 |
|
|
2023
Q1 | $2.98M | Buy |
104,369
+1,089
| +1% | +$32.6K | 0.02% | 693 |
|
|
2022
Q4 | $2.94M | Buy |
103,280
+39,049
| +61% | +$1.12M | 0.02% | 650 |
|
|
2022
Q3 | $1.65M | Sell |
64,231
-7,713
| -11% | -$223K | 0.02% | 662 |
|
|
2022
Q2 | $2.03M | Buy |
71,944
+10,127
| +16% | +$304K | 0.03% | 582 |
|
|
2022
Q1 | $1.97M | Buy |
61,817
+13,641
| +28% | +$436K | 0.02% | 622 |
|
|
2021
Q4 | $1.58M | Buy |
48,176
+11,086
| +30% | +$358K | 0.02% | 697 |
|
|
2021
Q3 | $1.14M | Buy |
37,090
+6,980
| +23% | +$219K | 0.02% | 775 |
|
|
2021
Q2 | $960K | Buy |
30,110
+8,004
| +36% | +$259K | 0.01% | 836 |
|
|
2021
Q1 | $689K | Buy |
22,106
+1,106
| +5% | +$32.6K | 0.01% | 732 |
|
|
2020
Q4 | $559K | Sell |
21,000
-4,697
| -18% | -$114K | 0.01% | 744 |
|
|
2020
Q3 | $542K | Sell |
25,697
-2,283
| -8% | -$49.7K | 0.01% | 685 |
|
|
2020
Q2 | $593K | Buy |
27,980
+35
| +0.1% | +$695 | 0.02% | 628 |
|
|
2020
Q1 | $504K | Sell |
27,945
-5,091
| -15% | -$126K | 0.02% | 609 |
|
|
2019
Q4 | $948K | Sell |
33,036
-3,589
| -10% | -$100K | 0.03% | 510 |
|
|
2019
Q3 | $1.01M | Sell |
36,625
-4,179
| -10% | -$111K | 0.03% | 464 |
|
|
2019
Q2 | $1.11M | Sell |
40,804
-956
| -2% | -$26.1K | 0.03% | 421 |
|
|
2019
Q1 | $1.15M | Buy |
41,760
+5,426
| +15% | +$148K | 0.04% | 389 |
|
|
2018
Q4 | $889K | Buy |
36,334
+4,882
| +16% | +$133K | 0.03% | 400 |
|
|
2018
Q3 | $936K | Buy |
+31,452
| New | +$946K | 0.03% | 423 |
|
|
2018
Q2 | – | Sell |
-35,398
| Closed | -$973K | – | 857 |
|
|
2018
Q1 | $973K | Sell |
35,398
-7,139
| -17% | -$201K | 0.04% | 328 |
|
|
2017
Q4 | $1.23M | Buy |
42,537
+1,797
| +4% | +$51.2K | 0.05% | 303 |
|
|
2017
Q3 | $1.14M | Sell |
40,740
-2,460
| -6% | -$65.7K | 0.05% | 304 |
|
|
2017
Q2 | $1.16M | Buy |
43,200
+1,920
| +5% | +$51.5K | 0.05% | 294 |
|
|
2017
Q1 | $1.11M | Buy |
41,280
+11,010
| +36% | +$298K | 0.05% | 298 |
|
|
2016
Q4 | $834K | Buy |
30,270
+3,720
| +14% | +$96.1K | 0.04% | 343 |
|
|
2016
Q3 | $666K | Buy |
26,550
+15,870
| +149% | +$394K | 0.03% | 489 |
|
|
2016
Q2 | $256K | Buy |
10,680
+303
| +3% | +$7.03K | 0.01% | 680 |
|
|
2016
Q1 | $239K | Sell |
10,377
-1,494
| -13% | -$31.2K | 0.01% | 692 |
|
|
2015
Q4 | $257K | Buy |
11,871
+30
| +0.3% | +$665 | 0.02% | 653 |
|
|
2015
Q3 | $248K | Buy |
+11,841
| New | +$264K | 0.02% | 651 |
|
|
2014
Q1 | – | Sell |
-14,631
| Closed | -$332K | – | 786 |
|
|
2013
Q4 | $332K | Buy |
14,631
+1,836
| +14% | +$40K | 0.03% | 524 |
|
|
2013
Q3 | $268K | Sell |
12,795
-228
| -2% | -$4.69K | 0.02% | 517 |
|
|
2013
Q2 | $256K | Buy |
+13,023
| New | +$250K | 0.03% | 482 |
|
Other funds holding DES
Cetera Advisor Networks's DES Position: Q1 2024 in Review
Cetera Advisor Networks increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.44% in Q1 2024, buying an estimated $15.2K and bringing the position to 111,181 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #756.
Cetera Advisor Networks first reported a position in DES in Q2 2013 and has held it in 37 quarters since. 322 funds tracked by Wall St. Rank hold DES as of Q1 2024.
- Cetera Advisor Networks held 111,181 shares of WisdomTree US SmallCap Dividend Fund worth $3.63M as of Q1 2024.
- Cetera Advisor Networks bought 487 WisdomTree US SmallCap Dividend Fund shares in Q1 2024, an estimated $15.2K.
- WisdomTree US SmallCap Dividend Fund made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #756 holding.
- Cetera Advisor Networks first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 37 quarters since.
- 322 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.