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

First Manhattan’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 Q2	–	Sell	-280	Closed	-$8K	–	1568
2022 Q1	$8K	Hold	280	–	–	﹤0.01%	1311
2021 Q4	$9K	Buy	+280	New	+$9.05K	﹤0.01%	1300
2017 Q3	–	Sell	-117	Closed	-$3K	–	1442
2017 Q2	$3K	Buy	+117	New	+$3.14K	﹤0.01%	1291
2016 Q3	–	Sell	-1,095	Closed	-$26K	–	1404
2016 Q2	$26K	Hold	1,095	–	–	﹤0.01%	1061
2016 Q1	$25K	Sell	1,095 -234	-18%	-$4.88K	﹤0.01%	1028
2015 Q4	$28K	Hold	1,329	–	–	﹤0.01%	1035
2015 Q3	$27K	Hold	1,329	–	–	﹤0.01%	1045
2015 Q2	$31K	Hold	1,329	–	–	﹤0.01%	1044
2015 Q1	$31K	Hold	1,329	–	–	﹤0.01%	1054
2014 Q4	$31K	Hold	1,329	–	–	﹤0.01%	1062
2014 Q3	$28K	Buy	1,329 +729	+122%	+$16.6K	﹤0.01%	1061
2014 Q2	$14K	Hold	600	–	–	﹤0.01%	1145
2014 Q1	$13K	Buy	+600	New	+$13.3K	﹤0.01%	1147

Other funds holding DES

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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 Manhattan's DES Position: Q2 2022 in Review

First Manhattan sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 280 shares — an estimated $8K sold.

First Manhattan first reported a position in DES in Q1 2014 and held it in 13 quarters. The position peaked at $31K in Q2 2015. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

First Manhattan reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
First Manhattan sold 280 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $8K.
First Manhattan first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2014 and held it in 13 quarters.
First Manhattan's WisdomTree US SmallCap Dividend Fund position peaked at $31K in Q2 2015.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on First Manhattan's 13F filing for Q2 2022, filed 15 Aug 2022.