Enterprise Financial Services Corp (EFSC)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-666	Closed	-$21K	–	599
2021 Q2	$21K	Hold	666	–	–	﹤0.01%	571
2021 Q1	$21K	Hold	666	–	–	﹤0.01%	580
2020 Q4	$18K	Hold	666	–	–	﹤0.01%	582
2020 Q3	$14K	Hold	666	–	–	﹤0.01%	625
2020 Q2	$14K	Hold	666	–	–	﹤0.01%	618
2020 Q1	$12K	Hold	666	–	–	﹤0.01%	598
2019 Q4	$19K	Hold	666	–	–	﹤0.01%	584
2019 Q3	$18K	Hold	666	–	–	﹤0.01%	581
2019 Q2	$18K	Hold	666	–	–	﹤0.01%	600
2019 Q1	$18K	Hold	666	–	–	﹤0.01%	600
2018 Q4	$16K	Hold	666	–	–	0.01%	426
2018 Q3	$20K	Hold	666	–	–	0.01%	433
2018 Q2	$20K	Hold	666	–	–	0.01%	450
2018 Q1	$18K	Hold	666	–	–	0.01%	486
2017 Q4	$19K	Hold	666	–	–	0.01%	460
2017 Q3	$19K	Hold	666	–	–	0.01%	450
2017 Q2	$18K	Hold	666	–	–	0.01%	464
2017 Q1	$18K	Hold	666	–	–	0.01%	480
2016 Q4	$18K	Hold	666	–	–	0.01%	464
2016 Q3	$17K	Hold	666	–	–	0.01%	448
2016 Q2	$16K	Hold	666	–	–	0.01%	443
2016 Q1	$15K	Sell	666 -147	-18%	-$3.06K	0.01%	452
2015 Q4	$18K	Buy	+813	New	+$18K	0.01%	419

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Enterprise Financial Services Corp (EFSC)'s DES Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2021, closing a stake of 666 shares — an estimated $21K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DES in Q4 2015 and held it in 23 quarters. The position peaked at $21K in Q2 2021. 277 funds tracked by Wall St. Rank hold DES as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 666 WisdomTree US SmallCap Dividend Fund shares in Q3 2021, an estimated $21K.
Enterprise Financial Services Corp (EFSC) first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and held it in 23 quarters.
Enterprise Financial Services Corp (EFSC)'s WisdomTree US SmallCap Dividend Fund position peaked at $21K in Q2 2021.
277 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.