HPCM
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Hunter Perkins Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Hunter Perkins Capital 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
2021
Q1 		– Sell
-18,000
Closed -$479K – 103
2020
Q4 		$479K Buy
+18,000
New +$437K 0.08% 120

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Creative Planning
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Bank of America
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UBS Group
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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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hunter Perkins Capital Management's DES Position: Q1 2021 in Review

Hunter Perkins Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 18,000 shares — an estimated $479K sold.

Hunter Perkins Capital Management first reported a position in DES in Q4 2020 and held it in 1 quarter. The position peaked at $479K in Q4 2020. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

  • Hunter Perkins Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 18,000 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $479K.
  • Hunter Perkins Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Hunter Perkins Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $479K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.