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HRT Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

HRT Financial’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
Q2 		– Sell
-13,905
Closed -$454K – 2394
2024
Q1 		$454K Buy
+13,905
New +$435K ﹤0.01% 1319

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

HRT Financial's DES Position: Q2 2024 in Review

HRT Financial sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 13,905 shares — an estimated $454K sold.

HRT Financial first reported a position in DES in Q1 2024 and held it in 1 quarter. The position peaked at $454K in Q1 2024. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

  • HRT Financial reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • HRT Financial sold 13,905 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $454K.
  • HRT Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 1 quarter.
  • HRT Financial's WisdomTree US SmallCap Dividend Fund position peaked at $454K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.