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Dowling & Yahnke’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-1,188
Closed -$34K – 302
2019
Q4 		$34K Buy
+1,188
New +$33.1K ﹤0.01% 328

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dowling & Yahnke's DES Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 1,188 shares — an estimated $34K sold.

Dowling & Yahnke first reported a position in DES in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Dowling & Yahnke reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 1,188 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $34K.
  • Dowling & Yahnke first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's WisdomTree US SmallCap Dividend Fund position peaked at $34K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.