First Command Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

First Command 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
2022 Q3	–	Sell	-1,300	Closed	-$37K	–	412
2022 Q2	$37K	Hold	1,300	–	–	0.01%	253
2022 Q1	$41K	Sell	1,300 -1,500	-54%	-$47.9K	0.01%	257
2021 Q4	$86K	Hold	2,800	–	–	0.01%	207
2021 Q3	$86K	Sell	2,800 -500	-15%	-$15.7K	0.01%	207
2021 Q2	$105K	Hold	3,300	–	–	0.01%	195
2021 Q1	$103K	Sell	3,300 -1,700	-34%	-$50.2K	0.02%	183
2020 Q4	$133K	Sell	5,000 -600	-11%	-$14.6K	0.03%	141
2020 Q3	$118K	Sell	5,600 -580	-9%	-$12.6K	0.03%	139
2020 Q2	$131K	Sell	6,180 -915	-13%	-$18.2K	0.04%	136
2020 Q1	$128K	Buy	7,095 +2,400	+51%	+$59.4K	0.07%	136
2019 Q4	$135K	Buy	4,695 +1,279	+37%	+$35.7K	0.06%	147
2019 Q3	$93K	Buy	3,416 +1,800	+111%	+$48K	0.05%	164
2019 Q2	$44K	Buy	1,616 +580	+56%	+$15.9K	0.02%	214
2019 Q1	$29K	Buy	1,036 +400	+63%	+$10.9K	0.01%	246
2018 Q4	$16K	Buy	636 +200	+46%	+$5.44K	0.01%	301
2018 Q3	$13K	Hold	436	–	–	﹤0.01%	321
2018 Q2	$13K	Hold	436	–	–	﹤0.01%	327
2018 Q1	$11.9K	Buy	436 +236	+118%	+$6.66K	0.01%	338
2017 Q4	$6K	Buy	+200	New	+$5.7K	﹤0.01%	369

Other funds holding DES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Command Bank's DES Position: Q3 2022 in Review

First Command Bank sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 1,300 shares — an estimated $37K sold.

First Command Bank first reported a position in DES in Q4 2017 and held it in 19 quarters. The position peaked at $135K in Q4 2019. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

First Command Bank reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
First Command Bank sold 1,300 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $37K.
First Command Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 19 quarters.
First Command Bank's WisdomTree US SmallCap Dividend Fund position peaked at $135K in Q4 2019.
284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on First Command Bank's 13F filing for Q3 2022, filed 24 Oct 2022.