MBM Wealth Consultants’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MBM Wealth Consultants’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	-927	Closed	-$26K	–	269
2022 Q2	$26K	Hold	927	–	–	0.01%	188
2022 Q1	$30K	Hold	927	–	–	0.01%	200
2021 Q4	$30K	Hold	927	–	–	0.01%	196
2021 Q3	$29K	Hold	927	–	–	0.01%	182
2021 Q2	$30K	Hold	927	–	–	0.01%	167
2021 Q1	$29K	Hold	927	–	–	0.01%	166
2020 Q4	$25K	Hold	927	–	–	0.01%	163
2020 Q3	$20K	Hold	927	–	–	0.01%	160
2020 Q2	$20K	Hold	927	–	–	0.01%	153
2020 Q1	$17K	Hold	927	–	–	0.01%	142
2019 Q4	$27K	Hold	927	–	–	0.02%	142
2019 Q3	$25K	Hold	927	–	–	0.02%	139
2019 Q2	$25K	Hold	927	–	–	0.02%	142
2019 Q1	$26K	Hold	927	–	–	0.02%	140
2018 Q4	$23K	Buy	+927	New	+$25.2K	0.02%	150

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

MBM Wealth Consultants's DES Position: Q3 2022 in Review

MBM Wealth Consultants sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022, closing a stake of 927 shares — an estimated $26K sold.

MBM Wealth Consultants first reported a position in DES in Q4 2018 and held it in 15 quarters. The position peaked at $30K in Q1 2022. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

MBM Wealth Consultants reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
MBM Wealth Consultants sold 927 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $26K.
MBM Wealth Consultants first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 15 quarters.
MBM Wealth Consultants's WisdomTree US SmallCap Dividend Fund position peaked at $30K in Q1 2022.
284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.