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F.L. Putnam Investment Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

F.L. Putnam Investment 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
2020
Q1 		– Sell
-8,436
Closed -$242K – 294
2019
Q4 		$242K Sell
8,436
-592
-7% -$16.5K 0.01% 284
2019
Q3 		$247K Buy
+9,028
New +$241K 0.02% 262

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

F.L. Putnam Investment Management's DES Position: Q1 2020 in Review

F.L. Putnam Investment Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 8,436 shares — an estimated $242K sold.

F.L. Putnam Investment Management first reported a position in DES in Q3 2019 and held it in 2 quarters. The position peaked at $247K in Q3 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • F.L. Putnam Investment Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 8,436 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $242K.
  • F.L. Putnam Investment Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 2 quarters.
  • F.L. Putnam Investment Management's WisdomTree US SmallCap Dividend Fund position peaked at $247K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2020, filed 8 May 2020.