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Lloyd Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Lloyd Advisory Services’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
-1,090
Closed -$31K – 296
2019
Q4 		$31K Buy
+1,090
New +$30.4K 0.03% 165

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Bank of America
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Creative Planning
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lloyd Advisory Services's DES Position: Q1 2020 in Review

Lloyd Advisory Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 1,090 shares — an estimated $31K sold.

Lloyd Advisory Services first reported a position in DES in Q4 2019 and held it in 1 quarter. The position peaked at $31K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Lloyd Advisory Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,090 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $31K.
  • Lloyd Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $31K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.