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Field & Main Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Field & Main Bank’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
2021
Q1 		– Sell
-210
Closed -$6K – 190
2020
Q4 		$6K Buy
+210
New +$5.1K ﹤0.01% 189

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Field & Main Bank's DES Position: Q1 2021 in Review

Field & Main Bank sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 210 shares — an estimated $6K sold.

Field & Main Bank first reported a position in DES in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 274 funds tracked by Wall St. Rank hold DES as of Q1 2021.

  • Field & Main Bank reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Field & Main Bank sold 210 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $6K.
  • Field & Main Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Field & Main Bank's WisdomTree US SmallCap Dividend Fund position peaked at $6K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Field & Main Bank's 13F filing for Q1 2021, filed 30 Apr 2021.