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

Marion 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
Q3 		– Sell
-8,043
Closed -$227K – 103
2022
Q2 		$227K Sell
8,043
-1,735
-18% -$52.1K 0.12% 96
2022
Q1 		$312K Sell
9,778
-336
-3% -$10.7K 0.15% 84
2021
Q4 		$332K Buy
+10,114
New +$327K 0.16% 85

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marion Wealth Management's DES Position: Q3 2022 in Review

Marion Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 8,043 shares — an estimated $227K sold.

Marion Wealth Management first reported a position in DES in Q4 2021 and held it in 3 quarters. The position peaked at $332K in Q4 2021. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

  • Marion Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Marion Wealth Management sold 8,043 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $227K.
  • Marion Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 3 quarters.
  • Marion Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $332K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on Marion Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.