First Horizon Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

First Horizon Advisors’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 Q4	–	Sell	-776	Closed	-$21.9K	–	2382
2023 Q3	$21.9K	Sell	776 -893	-54%	-$26.2K	﹤0.01%	1220
2023 Q2	$48.1K	Hold	1,669	–	–	﹤0.01%	900
2023 Q1	$47.7K	Buy	1,669 +678	+68%	+$20.3K	﹤0.01%	897
2022 Q4	$28.2K	Hold	991	–	–	﹤0.01%	1127
2022 Q3	$26K	Hold	991	–	–	﹤0.01%	1120
2022 Q2	$28K	Hold	991	–	–	﹤0.01%	1155
2022 Q1	$32K	Hold	991	–	–	﹤0.01%	758
2021 Q4	$33K	Buy	+991	New	+$32K	﹤0.01%	1097

Other funds holding DES

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

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

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

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

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

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

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

First Horizon Advisors's DES Position: Q4 2023 in Review

First Horizon Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 776 shares — an estimated $21.9K sold.

First Horizon Advisors first reported a position in DES in Q4 2021 and held it in 8 quarters. The position peaked at $48.1K in Q2 2023. 312 funds tracked by Wall St. Rank hold DES as of Q4 2023.

First Horizon Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
First Horizon Advisors sold 776 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $21.9K.
First Horizon Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 8 quarters.
First Horizon Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $48.1K in Q2 2023.
312 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.