Evensky & Katz’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Evensky & Katz’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
2020 Q1	–	Sell	-458	Closed	-$13K	–	102
2019 Q4	$13K	Buy	458 +4	+0.9%	+$112	﹤0.01%	96
2019 Q3	$12K	Buy	454 +6	+1%	+$160	﹤0.01%	107
2019 Q2	$12K	Buy	448 +2	+0.4%	+$55	﹤0.01%	106
2019 Q1	$12K	Buy	+446	New	+$12.2K	﹤0.01%	107

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Evensky & Katz's DES Position: Q1 2020 in Review

Evensky & Katz sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 458 shares — an estimated $13K sold.

Evensky & Katz first reported a position in DES in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Evensky & Katz reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Evensky & Katz sold 458 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $13K.
Evensky & Katz first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 4 quarters.
Evensky & Katz's WisdomTree US SmallCap Dividend Fund position peaked at $13K in Q4 2019.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Evensky & Katz's 13F filing for Q1 2020, filed 1 May 2020.