CVA Family Office’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CVA Family Office’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 Q4	–	Sell	-500	Closed	-$11K	–	903
2021 Q3	$11K	Buy	+500	New	+$15.7K	0.01%	290
2020 Q4	–	Sell	-500	Closed	-$11K	–	358
2020 Q3	$11K	Hold	500	–	–	0.01%	290
2020 Q2	$11K	Sell	500 -13,170	-96%	-$262K	0.01%	252
2020 Q1	$246K	Sell	13,670 -1,800	-12%	-$44.5K	0.25%	66
2019 Q4	$444K	Buy	+15,470	New	+$431K	0.41%	45

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CVA Family Office's DES Position: Q4 2021 in Review

CVA Family Office sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 500 shares — an estimated $11K sold.

CVA Family Office first reported a position in DES in Q4 2019 and held it in 5 quarters. The position peaked at $444K in Q4 2019. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

CVA Family Office reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
CVA Family Office sold 500 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $11K.
CVA Family Office first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 5 quarters.
CVA Family Office's WisdomTree US SmallCap Dividend Fund position peaked at $444K in Q4 2019.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on CVA Family Office's 13F filing for Q4 2021, filed 25 Jan 2022.