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Cresset Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cresset Asset Management’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
Q3 		– Sell
-21,719
Closed -$485K – 898
2022
Q2 		$485K Buy
+21,719
New +$652K 0.01% 577

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresset Asset Management's DES Position: Q3 2022 in Review

Cresset Asset Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 21,719 shares — an estimated $485K sold.

Cresset Asset Management first reported a position in DES in Q2 2022 and held it in 1 quarter. The position peaked at $485K in Q2 2022. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

  • Cresset Asset Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Cresset Asset Management sold 21,719 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $485K.
  • Cresset Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • Cresset Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $485K in Q2 2022.
  • 284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on Cresset Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.