LWM
DES icon

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

Liberty 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
Q3 		– Sell
-25
Closed -$1K – 875
2020
Q2 		$1K Buy
+25
New +$497 ﹤0.01% 773

Other funds holding DES

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Royal Bank of Canada
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Liberty Wealth Management's DES Position: Q3 2020 in Review

Liberty Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in DES in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 241 funds tracked by Wall St. Rank hold DES as of Q3 2020.

  • Liberty Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 25 WisdomTree US SmallCap Dividend Fund shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $1K in Q2 2020.
  • 241 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.