EFS
DES icon

Essex Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Essex Financial Services’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 		– Sell
-8,118
Closed -$232K – 484
2023
Q1 		$232K Sell
8,118
-36
-0.4% -$1.08K 0.02% 438
2022
Q4 		$231K Sell
8,154
-210
-3% -$6.03K 0.02% 431
2022
Q3 		$215K Buy
8,364
+13
+0.2% +$377 0.03% 421
2022
Q2 		$236K Sell
8,351
-442
-5% -$13.3K 0.03% 426
2022
Q1 		$280K Buy
+8,793
New +$281K 0.03% 400

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Essex Financial Services's DES Position: Q2 2023 in Review

Essex Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2023, closing a stake of 8,118 shares — an estimated $232K sold.

Essex Financial Services first reported a position in DES in Q1 2022 and held it in 5 quarters. The position peaked at $280K in Q1 2022. 295 funds tracked by Wall St. Rank hold DES as of Q2 2023.

  • Essex Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Essex Financial Services sold 8,118 WisdomTree US SmallCap Dividend Fund shares in Q2 2023, an estimated $232K.
  • Essex Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and held it in 5 quarters.
  • Essex Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $280K in Q1 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.