Jackson Hole Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Jackson Hole Capital Partners’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	-717	Closed	-$23K	–	243
2022 Q1	$23K	Hold	717	–	–	0.01%	210
2021 Q4	$24K	Hold	717	–	–	0.01%	201
2021 Q3	$22K	Hold	717	–	–	0.01%	212
2021 Q2	$23K	Hold	717	–	–	0.01%	209
2021 Q1	$22K	Hold	717	–	–	0.01%	204
2020 Q4	$19K	Buy	+717	New	+$17.4K	0.01%	186
2020 Q1	–	Sell	-717	Closed	-$21K	–	170
2019 Q4	$21K	Hold	717	–	–	0.01%	178
2019 Q3	$20K	Hold	717	–	–	0.01%	176
2019 Q2	$19K	Hold	717	–	–	0.01%	173
2019 Q1	$20K	Buy	+717	New	+$19.6K	0.02%	142

Other funds holding DES

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jackson Hole Capital Partners's DES Position: Q2 2022 in Review

Jackson Hole Capital Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 717 shares — an estimated $23K sold.

Jackson Hole Capital Partners first reported a position in DES in Q1 2019 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

Jackson Hole Capital Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Jackson Hole Capital Partners sold 717 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $23K.
Jackson Hole Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 10 quarters.
Jackson Hole Capital Partners's WisdomTree US SmallCap Dividend Fund position peaked at $24K in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Jackson Hole Capital Partners's 13F filing for Q2 2022, filed 27 Jul 2022.