HFA
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Hoover Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Hoover Financial Advisors’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
Q4 		– Sell
-925
Closed -$19K – 525
2020
Q3 		$19K Hold
925
– – 0.01% 154
2020
Q2 		$20K Buy
+925
New +$18.4K 0.01% 277

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoover Financial Advisors's DES Position: Q4 2020 in Review

Hoover Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 925 shares — an estimated $19K sold.

Hoover Financial Advisors first reported a position in DES in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

  • Hoover Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Hoover Financial Advisors sold 925 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $19K.
  • Hoover Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $20K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Hoover Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.