FCM
DES icon

Firestone Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Firestone Capital 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
Q2 		– Sell
-3,825
Closed -$69K – 440
2020
Q1 		$69K Hold
3,825
– – 0.04% 155
2019
Q4 		$110K Buy
+3,825
New +$107K 0.05% 136

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Firestone Capital Management's DES Position: Q2 2020 in Review

Firestone Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 3,825 shares — an estimated $69K sold.

Firestone Capital Management first reported a position in DES in Q4 2019 and held it in 2 quarters. The position peaked at $110K in Q4 2019. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

  • Firestone Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Firestone Capital Management sold 3,825 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $69K.
  • Firestone Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Firestone Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $110K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Firestone Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.