Jim Simons’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Jim Simons’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	-9,600	Closed	-$271K	–	3804
2023 Q3	$271K	Buy	+9,600	New	+$282K	﹤0.01%	2981
2022 Q4	–	Sell	-16,100	Closed	-$414K	–	4159
2022 Q3	$414K	Buy	+16,100	New	+$467K	﹤0.01%	3038
2022 Q2	–	Sell	-13,400	Closed	-$427K	–	4286
2022 Q1	$427K	Buy	+13,400	New	+$428K	﹤0.01%	3280
2020 Q4	–	Sell	-14,600	Closed	-$308K	–	3438
2020 Q3	$308K	Buy	+14,600	New	+$318K	﹤0.01%	2983
2020 Q2	–	Sell	-14,900	Closed	-$268K	–	3494
2020 Q1	$268K	Buy	+14,900	New	+$369K	﹤0.01%	3014
2018 Q4	–	Sell	-19,900	Closed	-$591K	–	3412
2018 Q3	$591K	Buy	+19,900	New	+$599K	﹤0.01%	2796
2018 Q2	–	Sell	-12,700	Closed	-$348K	–	3307
2018 Q1	$348K	Buy	+12,700	New	+$358K	﹤0.01%	3021

Other funds holding DES

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Jim Simons's DES Position: Q4 2023 in Review

Jim Simons sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 9,600 shares — an estimated $271K sold.

Jim Simons first reported a position in DES in Q1 2018 and held it in 7 quarters. The position peaked at $591K in Q3 2018. 313 funds tracked by Wall St. Rank hold DES as of Q4 2023.

Jim Simons reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Jim Simons sold 9,600 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $271K.
Jim Simons first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 7 quarters.
Jim Simons's WisdomTree US SmallCap Dividend Fund position peaked at $591K in Q3 2018.
313 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.