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

KerberRose 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
2022 Q2	$693K	Buy	+24,559	New	+$737K	0.56%	39

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KerberRose Wealth Management's DES Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022: 24,559 shares worth $693K. The stake represents 0.56% of the portfolio and ranks #39 among its holdings.

294 funds tracked by Wall St. Rank hold DES as of Q2 2022.

KerberRose Wealth Management held 24,559 shares of WisdomTree US SmallCap Dividend Fund worth $693K as of Q2 2022.
WisdomTree US SmallCap Dividend Fund was a new KerberRose Wealth Management position in Q2 2022.
WisdomTree US SmallCap Dividend Fund made up 0.56% of KerberRose Wealth Management's portfolio in Q2 2022, its #39 holding.
294 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.