Fernwood Investment Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Fernwood 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
2024 Q2	–	Sell	-1,572	Closed	-$51.4K	–	307
2024 Q1	$51.4K	Buy	+1,572	New	+$49.2K	0.02%	343
2019 Q3	–	Sell	-7,928	Closed	-$215K	–	184
2019 Q2	$215K	Hold	7,928	–	–	0.12%	143
2019 Q1	$218K	Buy	+7,928	New	+$217K	0.12%	142
2018 Q4	–	Sell	-7,928	Closed	-$236K	–	151
2018 Q3	$236K	Buy	7,928 +898	+13%	+$27K	0.12%	141
2018 Q2	$208K	Buy	+7,030	New	+$203K	0.11%	146

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

Fernwood Investment Management's DES Position: Q2 2024 in Review

Fernwood Investment Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 1,572 shares — an estimated $51.4K sold.

Fernwood Investment Management first reported a position in DES in Q2 2018 and held it in 5 quarters. The position peaked at $236K in Q3 2018. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

Fernwood Investment Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,572 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $51.4K.
Fernwood Investment Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 5 quarters.
Fernwood Investment Management's WisdomTree US SmallCap Dividend Fund position peaked at $236K in Q3 2018.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.