Chevy Chase Trust
DES icon

Chevy Chase Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-212
Closed -$6K – 719
2019
Q4 		$6K Buy
+212
New +$5.91K ﹤0.01% 1091

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chevy Chase Trust's DES Position: Q1 2020 in Review

Chevy Chase Trust sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 212 shares — an estimated $6K sold.

Chevy Chase Trust first reported a position in DES in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Chevy Chase Trust reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 212 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $6K.
  • Chevy Chase Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's WisdomTree US SmallCap Dividend Fund position peaked at $6K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.