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

Flagstar 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
2022
Q4 		– Sell
-2,149
Closed -$55.3K – 172
2022
Q3 		$55.3K Buy
+2,149
New +$62.3K 0.02% 194

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Flagstar Advisors's DES Position: Q4 2022 in Review

Flagstar Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022, closing a stake of 2,149 shares — an estimated $55.3K sold.

Flagstar Advisors first reported a position in DES in Q3 2022 and held it in 1 quarter. The position peaked at $55.3K in Q3 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

  • Flagstar Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 2,149 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $55.3K.
  • Flagstar Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Flagstar Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $55.3K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.