DS
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David Shaw’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

David Shaw’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
2024
Q3 		– Sell
-24,572
Closed -$765K – 4596
2024
Q2 		$765K Buy
24,572
+10,248
+72% +$322K ﹤0.01% 3354
2024
Q1 		$468K Buy
+14,324
New +$448K ﹤0.01% 3516

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

David Shaw's DES Position: Q3 2024 in Review

David Shaw sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 24,572 shares — an estimated $765K sold.

David Shaw first reported a position in DES in Q1 2024 and held it in 2 quarters. The position peaked at $765K in Q2 2024. 322 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • David Shaw reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • David Shaw sold 24,572 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $765K.
  • David Shaw first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 2 quarters.
  • David Shaw's WisdomTree US SmallCap Dividend Fund position peaked at $765K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on D.E. Shaw & Co's 13F filing for Q3 2024, filed 14 Nov 2024.