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First Personal Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

First Personal Financial Services’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
2019
Q4 		– Sell
-165
Closed -$5K – 543
2019
Q3 		$5K Buy
+165
New +$4.4K ﹤0.01% 391

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Bank of America
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Creative Planning
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Wells Fargo
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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
RJFSA
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Personal Financial Services's DES Position: Q4 2019 in Review

First Personal Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2019, closing a stake of 165 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in DES in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 293 funds tracked by Wall St. Rank hold DES as of Q4 2019.

  • First Personal Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • First Personal Financial Services sold 165 WisdomTree US SmallCap Dividend Fund shares in Q4 2019, an estimated $5K.
  • First Personal Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 1 quarter.
  • First Personal Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $5K in Q3 2019.
  • 293 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.