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

Lake Point 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	$0	Hold	9	–	–	﹤0.01%	458
2022 Q1	$0	Hold	9	–	–	﹤0.01%	434
2021 Q4	$0	Hold	9	–	–	﹤0.01%	448
2021 Q3	$0	Hold	9	–	–	﹤0.01%	417
2021 Q2	$0	Buy	+9	New	+$291	﹤0.01%	420
2020 Q1	$0	Hold	9	–	–	﹤0.01%	408
2019 Q4	$0	Buy	+9	New	+$251	﹤0.01%	613
2019 Q2	$7K	Hold	244	–	–	﹤0.01%	377
2019 Q1	$7K	Sell	244 -12,141	-98%	-$332K	﹤0.01%	377
2018 Q4	$304K	Buy	+12,385	New	+$337K	0.11%	106

Other funds holding DES

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

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

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

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

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

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

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

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

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

Lake Point Wealth Management's DES Position: Q2 2022 in Review

Lake Point Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2022 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Lake Point Wealth Management first reported a position in DES in Q4 2018 and has held it in 10 quarters since. The position peaked at $304K in Q4 2018. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

Lake Point Wealth Management held 9 shares of WisdomTree US SmallCap Dividend Fund worth $0 as of Q2 2022.
Lake Point Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2022.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #458 holding.
Lake Point Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $304K in Q4 2018.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.