Fukoku Mutual Life Insurance’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Fukoku Mutual Life Insurance’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
2020 Q4	–	Sell	-300,000	Closed	-$6.32M	–	307
2020 Q3	$6.32M	Hold	300,000	–	–	0.67%	49
2020 Q2	$6.35M	Hold	300,000	–	–	0.72%	47
2020 Q1	$5.41M	Hold	300,000	–	–	0.78%	47
2019 Q4	$8.6M	Hold	300,000	–	–	0.94%	42
2019 Q3	$8.21M	Hold	300,000	–	–	0.95%	43
2019 Q2	$8.13M	Hold	300,000	–	–	0.99%	43
2019 Q1	$8.26M	Hold	300,000	–	–	1.06%	43
2018 Q4	$7.36M	Hold	300,000	–	–	1.02%	43
2018 Q3	$8.91M	Buy	+300,000	New	+$9.03M	1.15%	38
2017 Q4	–	Sell	-46,500	Closed	-$1.3M	–	300
2017 Q3	$1.3M	Sell	46,500 -4,500	-9%	-$120K	0.19%	60
2017 Q2	$1.37M	Buy	+51,000	New	+$1.37M	0.2%	58

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fukoku Mutual Life Insurance's DES Position: Q4 2020 in Review

Fukoku Mutual Life Insurance sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 300,000 shares — an estimated $6.32M sold.

Fukoku Mutual Life Insurance first reported a position in DES in Q2 2017 and held it in 11 quarters. The position peaked at $8.91M in Q3 2018. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

Fukoku Mutual Life Insurance reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 300,000 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $6.32M.
Fukoku Mutual Life Insurance first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and held it in 11 quarters.
Fukoku Mutual Life Insurance's WisdomTree US SmallCap Dividend Fund position peaked at $8.91M in Q3 2018.
266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2020, filed 27 Jan 2021.