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

Hoey 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
2020
Q1 		– Sell
-938
Closed -$27K – 132
2019
Q4 		$27K Buy
+938
New +$26.2K 0.02% 99

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hoey Investments's DES Position: Q1 2020 in Review

Hoey Investments sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 938 shares — an estimated $27K sold.

Hoey Investments first reported a position in DES in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 263 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Hoey Investments reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Hoey Investments sold 938 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $27K.
  • Hoey Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Hoey Investments's WisdomTree US SmallCap Dividend Fund position peaked at $27K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Hoey Investments's 13F filing for Q1 2020, filed 14 Apr 2020.