Meeder Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Meeder Asset 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
2021 Q4	–	Sell	-37	Closed	-$1K	–	1462
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	2302
2021 Q2	$1K	Hold	37	–	–	﹤0.01%	2321
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	2193
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	1632
2020 Q3	$1K	Buy	+37	New	+$806	﹤0.01%	1955

Other funds holding DES

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Meeder Asset Management's DES Position: Q4 2021 in Review

Meeder Asset Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 37 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in DES in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

Meeder Asset Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Meeder Asset Management sold 37 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $1K.
Meeder Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 5 quarters.
Meeder Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $1K in Q3 2021.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on Meeder Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.