EWM
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Endurance Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Endurance Wealth 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
2023
Q2 		$69K Hold
2,400
– – 0.01% 304
2023
Q1 		$69K Hold
2,400
– – 0.01% 307
2022
Q4 		$68K Hold
2,400
– – 0.01% 290
2022
Q3 		$62K Buy
+2,400
New +$69.5K 0.01% 297

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Endurance Wealth Management's DES Position: Q2 2023 in Review

Endurance Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2023 at 2,400 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #304.

Endurance Wealth Management first reported a position in DES in Q3 2022 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold DES as of Q2 2023.

  • Endurance Wealth Management held 2,400 shares of WisdomTree US SmallCap Dividend Fund worth $69K as of Q2 2023.
  • Endurance Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2023.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #304 holding.
  • Endurance Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.