Claraphi Advisory Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-1,080	Closed	-$19K	–	479
2020 Q1	$19K	Buy	+1,080	New	+$26.7K	0.01%	647

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Claraphi Advisory Network's DES Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 1,080 shares — an estimated $19K sold.

Claraphi Advisory Network first reported a position in DES in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

Claraphi Advisory Network reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,080 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $19K.
Claraphi Advisory Network first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's WisdomTree US SmallCap Dividend Fund position peaked at $19K in Q1 2020.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.