MassMutual Private Wealth & Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MassMutual Private Wealth & Trust’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	-333	Closed	-$9K	–	1656
2022 Q2	$9K	Buy	+333	New	+$9.99K	﹤0.01%	735
2019 Q2	–	Sell	-695	Closed	-$19.1K	–	767
2019 Q1	$19.1K	Hold	695	–	–	﹤0.01%	515
2018 Q4	$17K	Buy	+695	New	+$18.9K	﹤0.01%	503
2018 Q1	–	Sell	-1,200	Closed	-$34.9K	–	1005
2017 Q4	$34.9K	Buy	+1,200	New	+$34.2K	﹤0.01%	476

Other funds holding DES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's DES Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 333 shares — an estimated $9K sold.

MassMutual Private Wealth & Trust first reported a position in DES in Q4 2017 and held it in 4 quarters. The position peaked at $34.9K in Q4 2017. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

MassMutual Private Wealth & Trust reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 333 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $9K.
MassMutual Private Wealth & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
MassMutual Private Wealth & Trust's WisdomTree US SmallCap Dividend Fund position peaked at $34.9K in Q4 2017.
284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.