HWM
DES icon

HB Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

HB Wealth 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
2024
Q1 		– Sell
-10,368
Closed -$334K – 856
2023
Q4 		$334K Hold
10,368
– – ﹤0.01% 573
2023
Q3 		$292K Hold
10,368
– – ﹤0.01% 577
2023
Q2 		$298K Hold
10,368
– – ﹤0.01% 547
2023
Q1 		$296K Hold
10,368
– – 0.01% 538
2022
Q4 		$295K Hold
10,368
– – 0.01% 522
2022
Q3 		$267K Buy
+10,368
New +$300K 0.01% 465

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HB Wealth Management's DES Position: Q1 2024 in Review

HB Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2024, closing a stake of 10,368 shares — an estimated $334K sold.

HB Wealth Management first reported a position in DES in Q3 2022 and held it in 6 quarters. The position peaked at $334K in Q4 2023. 321 funds tracked by Wall St. Rank hold DES as of Q1 2024.

  • HB Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • HB Wealth Management sold 10,368 WisdomTree US SmallCap Dividend Fund shares in Q1 2024, an estimated $334K.
  • HB Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and held it in 6 quarters.
  • HB Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $334K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.