LifePlan Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

LifePlan Financial Group’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	$20K	Buy	959 +43	+5%	+$936	0.01%	339
2020 Q2	$19K	Hold	916	–	–	0.01%	342
2020 Q1	$17K	Hold	916	–	–	0.01%	331
2019 Q4	$26K	Hold	916	–	–	0.01%	312
2019 Q3	$25K	Hold	916	–	–	0.01%	315
2019 Q2	$25K	Sell	916 -708	-44%	-$19.4K	0.01%	314
2019 Q1	$45K	Hold	1,624	–	–	0.02%	254
2018 Q4	$40K	Hold	1,624	–	–	0.03%	255
2018 Q3	$48K	Hold	1,624	–	–	0.03%	252
2018 Q2	$48K	Hold	1,624	–	–	0.03%	239
2018 Q1	$44K	Buy	+1,624	New	+$45.8K	0.03%	242

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LifePlan Financial Group's DES Position: Q3 2020 in Review

LifePlan Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.7% in Q3 2020, buying an estimated $936 and bringing the position to 959 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #339.

LifePlan Financial Group first reported a position in DES in Q1 2018 and has held it in 11 quarters since. The position peaked at $48K in Q3 2018. 241 funds tracked by Wall St. Rank hold DES as of Q3 2020.

LifePlan Financial Group held 959 shares of WisdomTree US SmallCap Dividend Fund worth $20K as of Q3 2020.
LifePlan Financial Group bought 43 WisdomTree US SmallCap Dividend Fund shares in Q3 2020, an estimated $936.
WisdomTree US SmallCap Dividend Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #339 holding.
LifePlan Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's WisdomTree US SmallCap Dividend Fund position peaked at $48K in Q3 2018.
241 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.