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Coppell Advisory Solutions Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-117
Closed -$3.33K – 409
2022
Q4 		$3.33K Buy
+117
New +$3.36K ﹤0.01% 793

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UBS Group
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Coppell Advisory Solutions Corp's DES Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 117 shares — an estimated $3.33K sold.

Coppell Advisory Solutions Corp first reported a position in DES in Q4 2022 and held it in 1 quarter. The position peaked at $3.33K in Q4 2022. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 117 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $3.33K.
  • Coppell Advisory Solutions Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's WisdomTree US SmallCap Dividend Fund position peaked at $3.33K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.