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

Meridian 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
2024
Q3 		– Sell
-136,987
Closed -$4.27M – 629
2024
Q2 		$4.27M Buy
+136,987
New +$4.3M 0.51% 47
2024
Q1 		– Sell
-136,790
Closed -$4.4M – 264
2023
Q4 		$4.4M Buy
+136,790
New +$3.97M 0.28% 80

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Wealth Management's DES Position: Q3 2024 in Review

Meridian Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 136,987 shares — an estimated $4.27M sold.

Meridian Wealth Management first reported a position in DES in Q4 2023 and held it in 2 quarters. The position peaked at $4.4M in Q4 2023. 321 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • Meridian Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 136,987 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $4.27M.
  • Meridian Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Meridian Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $4.4M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on Meridian Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.