Cordasco Financial Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cordasco Financial 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
2022 Q2	$1K	Buy	+40	New	+$1.2K	﹤0.01%	550
2020 Q2	–	Sell	-221	Closed	-$4K	–	497
2020 Q1	$4K	Hold	221	–	–	﹤0.01%	349
2019 Q4	$6K	Hold	221	–	–	0.01%	329
2019 Q3	$6K	Hold	221	–	–	0.01%	339
2019 Q2	$6K	Hold	221	–	–	0.01%	334
2019 Q1	$6K	Hold	221	–	–	0.01%	345
2018 Q4	$5K	Hold	221	–	–	0.01%	301
2018 Q3	$7K	Buy	+221	New	+$6.65K	0.01%	258

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cordasco Financial Network's DES Position: Q2 2022 in Review

Cordasco Financial Network opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022: 40 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Cordasco Financial Network previously reported a position in DES as recently as Q1 2020.

Cordasco Financial Network first reported a position in DES in Q3 2018 and has held it in 8 quarters since. The position peaked at $7K in Q3 2018. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

Cordasco Financial Network held 40 shares of WisdomTree US SmallCap Dividend Fund worth $1K as of Q2 2022.
WisdomTree US SmallCap Dividend Fund was a new Cordasco Financial Network position in Q2 2022.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #550 holding.
Cordasco Financial Network first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2018 and has held it in 8 quarters since.
Cordasco Financial Network's WisdomTree US SmallCap Dividend Fund position peaked at $7K in Q3 2018.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.