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

EPG 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
2024 Q2	–	Sell	-3	Closed	-$94	–	445
2024 Q1	$98	Hold	3	–	–	﹤0.01%	445
2023 Q4	$91	Hold	3	–	–	﹤0.01%	425
2023 Q3	$85	Sell	3 -3	-50%	-$88	﹤0.01%	420
2023 Q2	$173	Sell	6 -32	-84%	-$892	﹤0.01%	413
2023 Q1	$1.08K	Hold	38	–	–	﹤0.01%	408
2022 Q4	$1.08K	Hold	38	–	–	﹤0.01%	371
2022 Q3	$1K	Buy	+38	New	+$1.1K	﹤0.01%	375
2022 Q2	–	Sell	-76	Closed	-$2K	–	238
2022 Q1	$2K	Buy	76 +38	+100%	+$1.21K	﹤0.01%	384
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	392
2021 Q3	$1K	Buy	+38	New	+$1.19K	﹤0.01%	368
2020 Q2	–	Sell	-111	Closed	-$2K	–	275
2020 Q1	$2K	Hold	111	–	–	﹤0.01%	687
2019 Q4	$3K	Buy	+111	New	+$3.1K	﹤0.01%	560

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EPG Wealth Management's DES Position: Q2 2024 in Review

EPG Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 3 shares — an estimated $94 sold.

EPG Wealth Management first reported a position in DES in Q4 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

EPG Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 3 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $94.
EPG Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 12 quarters.
EPG Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q4 2019.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.