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Garrett Wealth Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Garrett Wealth Advisory Group’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
-1,491
Closed -$40.8K – 190
2019
Q3 		$40.8K Buy
+1,491
New +$39.8K 0.03% 142

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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

Garrett Wealth Advisory Group's DES Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2019, closing a stake of 1,491 shares — an estimated $40.8K sold.

Garrett Wealth Advisory Group first reported a position in DES in Q3 2019 and held it in 1 quarter. The position peaked at $40.8K in Q3 2019. 293 funds tracked by Wall St. Rank hold DES as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,491 WisdomTree US SmallCap Dividend Fund shares in Q4 2019, an estimated $40.8K.
  • Garrett Wealth Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $40.8K in Q3 2019.
  • 293 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.