KCM
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Kathmere Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kathmere Capital 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
-26
Closed -$1K – 415
2020
Q3 		$1K Buy
+26
New +$566 ﹤0.01% 365

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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

Kathmere Capital Management's DES Position: Q4 2020 in Review

Kathmere Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 26 shares — an estimated $1K sold.

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

  • Kathmere Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Kathmere Capital Management sold 26 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $1K.
  • Kathmere Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Kathmere Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $1K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Kathmere Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.