JWM
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Jeppson Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Jeppson Wealth 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
Q4 		– Sell
-112
Closed -$2K – 203
2020
Q3 		$2K Buy
+112
New +$2.44K ﹤0.01% 481

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jeppson Wealth Management's DES Position: Q4 2020 in Review

Jeppson Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 112 shares — an estimated $2K sold.

Jeppson Wealth Management first reported a position in DES in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

  • Jeppson Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 112 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $2K.
  • Jeppson Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $2K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.