FIM
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Freedom Investment Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Freedom Investment Management’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
2021
Q1 		– Sell
-15,805
Closed -$420K – 854
2020
Q4 		$420K Sell
15,805
-2,156
-12% -$52.3K 0.05% 382
2020
Q3 		$379K Sell
17,961
-3,288
-15% -$71.6K 0.04% 356
2020
Q2 		$450K Buy
21,249
+2,626
+14% +$52.2K 0.05% 295
2020
Q1 		$509K Buy
+18,623
New +$461K 0.05% 343
2018
Q1 		– Sell
-22,413
Closed -$651K – 1135
2017
Q4 		$651K Sell
22,413
-2,760
-11% -$78.7K 0.03% 519
2017
Q3 		$705K Buy
25,173
+1,299
+5% +$34.7K 0.04% 463
2017
Q2 		$640K Sell
23,874
-5,733
-19% -$154K 0.04% 464
2017
Q1 		$796K Buy
29,607
+1,323
+5% +$35.9K 0.05% 370
2016
Q4 		$780K Buy
28,284
+1,476
+6% +$38.1K 0.05% 330
2016
Q3 		$672K Buy
26,808
+516
+2% +$12.8K 0.04% 365
2016
Q2 		$628K Sell
26,292
-1,404
-5% -$32.6K 0.04% 347
2016
Q1 		$634K Buy
27,696
+246
+0.9% +$5.13K 0.05% 326
2015
Q4 		$594K Sell
27,450
-10,767
-28% -$238K 0.05% 341
2015
Q3 		$947K Buy
38,217
+19,635
+106% +$438K 0.1% 172
2015
Q2 		$436K Buy
18,582
+1,452
+8% +$34.5K 0.04% 378
2015
Q1 		$412K Sell
17,130
-495
-3% -$11.6K 0.05% 375
2014
Q4 		$417K Sell
17,625
-294
-2% -$6.73K 0.05% 327
2014
Q3 		$388K Buy
17,919
+1,095
+7% +$24.9K 0.07% 278
2014
Q2 		$393K Sell
16,824
-294
-2% -$6.65K 0.07% 277
2014
Q1 		$389K Buy
17,118
+363
+2% +$8.06K 0.08% 246
2013
Q4 		$379K Sell
16,755
-177
-1% -$3.86K 0.09% 220
2013
Q3 		$353K Buy
16,932
+540
+3% +$11.1K 0.1% 175
2013
Q2 		$319K Buy
+16,392
New +$314K 0.11% 168

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freedom Investment Management's DES Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 15,805 shares — an estimated $420K sold.

Freedom Investment Management first reported a position in DES in Q2 2013 and held it in 23 quarters. The position peaked at $947K in Q3 2015. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

  • Freedom Investment Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 15,805 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $420K.
  • Freedom Investment Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 23 quarters.
  • Freedom Investment Management's WisdomTree US SmallCap Dividend Fund position peaked at $947K in Q3 2015.
  • 275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.