Freedman Financial Associates’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Freedman Financial Associates’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	-37,000	Closed	-$1.18M	–	92
2022 Q1	$1.18M	Buy	37,000 +15	+0%	+$479	0.81%	19
2021 Q4	$1.22M	Buy	36,985 +51	+0.1%	+$1.65K	0.83%	19
2021 Q3	$1.14M	Buy	36,934 +34	+0.1%	+$1.07K	0.83%	20
2021 Q2	$1.18M	Buy	36,900 +26	+0.1%	+$841	0.89%	19
2021 Q1	$1.15M	Buy	36,874 +9	+0%	+$266	0.95%	18
2020 Q4	$981K	Buy	+36,865	New	+$894K	0.88%	18

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

Freedman Financial Associates's DES Position: Q2 2022 in Review

Freedman Financial Associates sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 37,000 shares — an estimated $1.18M sold.

Freedman Financial Associates first reported a position in DES in Q4 2020 and held it in 6 quarters. The position peaked at $1.22M in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

Freedman Financial Associates reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 37,000 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $1.18M.
Freedman Financial Associates first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's WisdomTree US SmallCap Dividend Fund position peaked at $1.22M in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.