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Impact Partnership Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-100
Closed -$2.82K – 891
2023
Q3 		$2.82K Buy
+100
New +$2.94K ﹤0.01% 773

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Impact Partnership Wealth's DES Position: Q4 2023 in Review

Impact Partnership Wealth sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 100 shares — an estimated $2.82K sold.

Impact Partnership Wealth first reported a position in DES in Q3 2023 and held it in 1 quarter. The position peaked at $2.82K in Q3 2023. 312 funds tracked by Wall St. Rank hold DES as of Q4 2023.

  • Impact Partnership Wealth reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $2.82K.
  • Impact Partnership Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $2.82K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.