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Guidance Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Guidance Capital’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
2024
Q4 		– Sell
-19,297
Closed -$678K – 204
2024
Q3 		$678K Sell
19,297
-395
-2% -$13.1K 0.21% 111
2024
Q2 		$688K Sell
19,692
-695
-3% -$21.8K 0.23% 103
2024
Q1 		$627K Buy
+20,387
New +$638K 0.23% 96

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidance Capital's DES Position: Q4 2024 in Review

Guidance Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 19,297 shares — an estimated $678K sold.

Guidance Capital first reported a position in DES in Q1 2024 and held it in 3 quarters. The position peaked at $688K in Q2 2024. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Guidance Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Guidance Capital sold 19,297 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $678K.
  • Guidance Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 3 quarters.
  • Guidance Capital's WisdomTree US SmallCap Dividend Fund position peaked at $688K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Guidance Capital's 13F filing for Q4 2024, filed 27 Jan 2025.