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Claro Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Claro Advisors’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
2023
Q2 		– Sell
-7,535
Closed -$215K – 380
2023
Q1 		$215K Buy
+7,535
New +$226K 0.06% 309

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Claro Advisors's DES Position: Q2 2023 in Review

Claro Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2023, closing a stake of 7,535 shares — an estimated $215K sold.

Claro Advisors first reported a position in DES in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 295 funds tracked by Wall St. Rank hold DES as of Q2 2023.

  • Claro Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Claro Advisors sold 7,535 WisdomTree US SmallCap Dividend Fund shares in Q2 2023, an estimated $215K.
  • Claro Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Claro Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $215K in Q1 2023.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on Claro Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.