Eaton Vance Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Eaton Vance 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 Q1	–	Sell	-1,714	Closed	-$56K	–	2011
2021 Q4	$56K	Hold	1,714	–	–	﹤0.01%	2052
2021 Q3	$53K	Hold	1,714	–	–	﹤0.01%	1511
2021 Q2	$55K	Hold	1,714	–	–	﹤0.01%	2118
2021 Q1	$53K	Buy	+1,714	New	+$50.6K	﹤0.01%	1780

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Eaton Vance Management's DES Position: Q1 2022 in Review

Eaton Vance Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2022, closing a stake of 1,714 shares — an estimated $56K sold.

Eaton Vance Management first reported a position in DES in Q1 2021 and held it in 4 quarters. The position peaked at $56K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q1 2022.

Eaton Vance Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 1,714 WisdomTree US SmallCap Dividend Fund shares in Q1 2022, an estimated $56K.
Eaton Vance Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's WisdomTree US SmallCap Dividend Fund position peaked at $56K in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.