CFS Investment Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CFS Investment 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
2022 Q4	–	Sell	-69,498	Closed	-$3K	–	153
2022 Q3	$3K	Buy	+69,498	New	+$2.01M	﹤0.01%	145
2022 Q2	–	Sell	-86,049	Closed	-$3K	–	285
2022 Q1	$3K	Buy	+86,049	New	+$2.75M	0.01%	235

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

CFS Investment Advisory Services's DES Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022, closing a stake of 69,498 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in DES in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

CFS Investment Advisory Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 69,498 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $3K.
CFS Investment Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q3 2022.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.