Householder Group Estate & Retirement Specialist’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Householder Group Estate & Retirement Specialist’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	-4,856	Closed	-$167K	–	688
2024 Q3	$167K	Hold	4,856	–	–	0.05%	277
2024 Q2	$151K	Buy	4,856 +634	+15%	+$19.9K	0.04%	281
2024 Q1	$138K	Hold	4,222	–	–	0.04%	296
2023 Q4	$135K	Hold	4,222	–	–	0.04%	289
2023 Q3	$119K	Buy	+4,222	New	+$124K	0.04%	285
2023 Q1	$121K	Buy	+4,222	New	+$126K	0.05%	263
2022 Q4	–	Sell	-2,550	Closed	-$65K	–	488
2022 Q3	$65K	Buy	+2,550	New	+$73.9K	0.03%	350

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DES Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 4,856 shares — an estimated $167K sold.

Householder Group Estate & Retirement Specialist first reported a position in DES in Q3 2022 and held it in 7 quarters. The position peaked at $167K in Q3 2024. 333 funds tracked by Wall St. Rank hold DES as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,856 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $167K.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's WisdomTree US SmallCap Dividend Fund position peaked at $167K in Q3 2024.
333 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.