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

Mascoma 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
2023 Q2	–	Sell	-91	Closed	-$2.53K	–	513
2023 Q1	$2.53K	Hold	91	–	–	﹤0.01%	539
2022 Q4	$2.59K	Hold	91	–	–	﹤0.01%	552
2022 Q3	$2K	Hold	91	–	–	﹤0.01%	554
2022 Q2	$3K	Hold	91	–	–	﹤0.01%	542
2022 Q1	$3K	Hold	91	–	–	﹤0.01%	535
2021 Q4	$3K	Hold	91	–	–	﹤0.01%	478
2021 Q3	$3K	Buy	+91	New	+$2.86K	﹤0.01%	406
2021 Q2	–	Sell	-91	Closed	-$3K	–	185
2021 Q1	$3K	Buy	+91	New	+$2.69K	﹤0.01%	403

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Mascoma Wealth Management's DES Position: Q2 2023 in Review

Mascoma Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2023, closing a stake of 91 shares — an estimated $2.53K sold.

Mascoma Wealth Management first reported a position in DES in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q2 2022. 295 funds tracked by Wall St. Rank hold DES as of Q2 2023.

Mascoma Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 91 WisdomTree US SmallCap Dividend Fund shares in Q2 2023, an estimated $2.53K.
Mascoma Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q2 2022.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.