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Fiduciary Alliance’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-436
Closed -$12.6K – 346
2023
Q2 		$12.6K Buy
+436
New +$12.2K ﹤0.01% 516
2023
Q1 		– Sell
-436
Closed -$12.4K – 316
2022
Q4 		$12.4K Buy
+436
New +$12.5K ﹤0.01% 377

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Alliance's DES Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2023, closing a stake of 436 shares — an estimated $12.6K sold.

Fiduciary Alliance first reported a position in DES in Q4 2022 and held it in 2 quarters. The position peaked at $12.6K in Q2 2023. 294 funds tracked by Wall St. Rank hold DES as of Q3 2023.

  • Fiduciary Alliance reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 436 WisdomTree US SmallCap Dividend Fund shares in Q3 2023, an estimated $12.6K.
  • Fiduciary Alliance first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's WisdomTree US SmallCap Dividend Fund position peaked at $12.6K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.