Community Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Community Bank’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
2021 Q2	–	Sell	-900	Closed	-$28K	–	480
2021 Q1	$28K	Hold	900	–	–	﹤0.01%	338
2020 Q4	$24K	Hold	900	–	–	﹤0.01%	339
2020 Q3	$19K	Hold	900	–	–	﹤0.01%	351
2020 Q2	$19K	Hold	900	–	–	﹤0.01%	348
2020 Q1	$16K	Hold	900	–	–	﹤0.01%	316
2019 Q4	$26K	Hold	900	–	–	﹤0.01%	311
2019 Q3	$25K	Hold	900	–	–	﹤0.01%	303
2019 Q2	$24K	Buy	+900	New	+$24.6K	﹤0.01%	313

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UCFA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Community Bank's DES Position: Q2 2021 in Review

Community Bank sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 900 shares — an estimated $28K sold.

Community Bank first reported a position in DES in Q2 2019 and held it in 8 quarters. The position peaked at $28K in Q1 2021. 273 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Community Bank reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Community Bank sold 900 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $28K.
Community Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2019 and held it in 8 quarters.
Community Bank's WisdomTree US SmallCap Dividend Fund position peaked at $28K in Q1 2021.
273 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Community Bank's 13F filing for Q2 2021, filed 3 Aug 2021.