Institutional & Family Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Institutional & Family Asset 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
2020 Q2	–	Sell	-2,550	Closed	-$46K	–	853
2020 Q1	$46K	Hold	2,550	–	–	0.01%	286
2019 Q4	$73K	Hold	2,550	–	–	0.02%	284
2019 Q3	$70K	Hold	2,550	–	–	0.02%	263
2019 Q2	$69K	Hold	2,550	–	–	0.01%	273
2019 Q1	$70K	Hold	2,550	–	–	0.01%	284
2018 Q4	$63K	Hold	2,550	–	–	0.01%	287
2018 Q3	$76K	Hold	2,550	–	–	0.02%	307
2018 Q2	$76K	Hold	2,550	–	–	0.02%	311
2018 Q1	$70K	Buy	+2,550	New	+$72K	0.01%	291

Other funds holding DES

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Institutional & Family Asset Management's DES Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 2,550 shares — an estimated $46K sold.

Institutional & Family Asset Management first reported a position in DES in Q1 2018 and held it in 9 quarters. The position peaked at $76K in Q3 2018. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

Institutional & Family Asset Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 2,550 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $46K.
Institutional & Family Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $76K in Q3 2018.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.