JFA
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Johanson Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-24,894
Closed -$868K – 127
2019
Q4 		$868K Buy
+24,894
New +$694K 0.04% 153

Other funds holding DES

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johanson Financial Advisors's DES Position: Q1 2020 in Review

Johanson Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 24,894 shares — an estimated $868K sold.

Johanson Financial Advisors first reported a position in DES in Q4 2019 and held it in 1 quarter. The position peaked at $868K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Johanson Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 24,894 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $868K.
  • Johanson Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $868K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.