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Gradient Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-197
Closed -$5.63K – 1791
2023
Q1 		$5.63K Hold
197
– – ﹤0.01% 925
2022
Q4 		$5.6K Buy
197
+166
+535% +$4.77K ﹤0.01% 908
2022
Q3 		$1K Buy
+31
New +$898 ﹤0.01% 1221
2017
Q3 		– Sell
-360
Closed -$10K – 338
2017
Q2 		$10K Hold
360
– – ﹤0.01% 478
2017
Q1 		$10K Buy
+360
New +$9.76K ﹤0.01% 502

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Gradient Investments's DES Position: Q2 2023 in Review

Gradient Investments sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2023, closing a stake of 197 shares — an estimated $5.63K sold.

Gradient Investments first reported a position in DES in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q2 2017. 296 funds tracked by Wall St. Rank hold DES as of Q2 2023.

  • Gradient Investments reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 197 WisdomTree US SmallCap Dividend Fund shares in Q2 2023, an estimated $5.63K.
  • Gradient Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 5 quarters.
  • Gradient Investments's WisdomTree US SmallCap Dividend Fund position peaked at $10K in Q2 2017.
  • 296 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.