FANJ
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Financial Architects (New Jersey)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-5,501
Closed -$117K – 384
2020
Q2 		$117K Sell
5,501
-1,452
-21% -$28.9K 0.03% 307
2020
Q1 		$125K Sell
6,953
-622
-8% -$15.4K 0.03% 281
2019
Q4 		$217K Hold
7,575
– – 0.05% 232
2019
Q3 		$207K Hold
7,575
– – 0.05% 225
2019
Q2 		$205K Sell
7,575
-1,655
-18% -$45.2K 0.04% 248
2019
Q1 		$254K Sell
9,230
-369
-4% -$10.1K 0.04% 259
2018
Q4 		$235K Hold
9,599
– – 0.05% 246
2018
Q3 		$285K Hold
9,599
– – 0.05% 247
2018
Q2 		$285K Sell
9,599
-566
-6% -$16.3K 0.05% 230
2018
Q1 		$279K Buy
10,165
+1,808
+22% +$51K 0.05% 240
2017
Q4 		$243K Buy
8,357
+515
+7% +$14.7K 0.04% 296
2017
Q3 		$220K Buy
7,842
+2,919
+59% +$78K 0.04% 305
2017
Q2 		$132K Hold
4,923
– – 0.02% 418
2017
Q1 		$132K Hold
4,923
– – 0.02% 396
2016
Q4 		$136K Hold
4,923
– – 0.03% 319
2016
Q3 		$123K Buy
4,923
+426
+9% +$10.6K 0.03% 348
2016
Q2 		$107K Buy
4,497
+801
+22% +$18.6K 0.03% 355
2016
Q1 		$85K Buy
+3,696
New +$77.1K 0.03% 309
2015
Q3 		– Sell
-2,808
Closed -$66K – 376
2015
Q2 		$66K Hold
2,808
– – 0.02% 380
2015
Q1 		$67K Buy
2,808
+708
+34% +$16.7K 0.03% 355
2014
Q4 		$50K Hold
2,100
– – 0.02% 341
2014
Q3 		$45K Sell
2,100
-18
-0.8% -$409 0.02% 322
2014
Q2 		$49K Buy
+2,118
New +$47.9K 0.02% 322

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Architects (New Jersey)'s DES Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2020, closing a stake of 5,501 shares — an estimated $117K sold.

Financial Architects (New Jersey) first reported a position in DES in Q2 2014 and held it in 23 quarters. The position peaked at $285K in Q3 2018. 241 funds tracked by Wall St. Rank hold DES as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 5,501 WisdomTree US SmallCap Dividend Fund shares in Q3 2020, an estimated $117K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s WisdomTree US SmallCap Dividend Fund position peaked at $285K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.