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

Intrua 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
2022
Q2 		– Sell
-6,499
Closed -$207K – 362
2022
Q1 		$207K Sell
6,499
-120
-2% -$3.83K 0.04% 361
2021
Q4 		$217K Buy
6,619
+152
+2% +$4.92K 0.04% 355
2021
Q3 		$203K Hold
6,467
– – 0.04% 355
2021
Q2 		$209K Sell
6,467
-99
-2% -$3.2K 0.05% 284
2021
Q1 		$211K Buy
+6,566
New +$194K 0.05% 276

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intrua Financial's DES Position: Q2 2022 in Review

Intrua Financial sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 6,499 shares — an estimated $207K sold.

Intrua Financial first reported a position in DES in Q1 2021 and held it in 5 quarters. The position peaked at $217K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

  • Intrua Financial reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Intrua Financial sold 6,499 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $207K.
  • Intrua Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 5 quarters.
  • Intrua Financial's WisdomTree US SmallCap Dividend Fund position peaked at $217K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.