Keudell/Morrison Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Keudell/Morrison 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 Q1	–	Sell	-91,865	Closed	-$2.63M	–	142
2019 Q4	$2.63M	Buy	91,865 +1,924	+2%	+$53.7K	1.82%	11
2019 Q3	$2.46M	Buy	89,941 +3,496	+4%	+$93.2K	2.03%	8
2019 Q2	$2.23M	Buy	86,445 +13,075	+18%	+$357K	1.96%	8
2019 Q1	$2.02M	Buy	+73,370	New	+$2M	1.78%	13

Other funds holding DES

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

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

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Keudell/Morrison Wealth Management's DES Position: Q1 2020 in Review

Keudell/Morrison Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 91,865 shares — an estimated $2.63M sold.

Keudell/Morrison Wealth Management first reported a position in DES in Q1 2019 and held it in 4 quarters. The position peaked at $2.63M in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Keudell/Morrison Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 91,865 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $2.63M.
Keudell/Morrison Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 4 quarters.
Keudell/Morrison Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $2.63M in Q4 2019.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.