MFW
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Meristem Family Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Meristem Family Wealth’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
Q1 		$404K Hold
12,685
– – 0.04% 216
2021
Q4 		$417K Hold
12,685
– – 0.04% 247
2021
Q3 		$391K Hold
12,685
– – 0.04% 259
2021
Q2 		$405K Buy
+12,685
New +$410K 0.06% 195

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meristem Family Wealth's DES Position: Q1 2022 in Review

Meristem Family Wealth held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2022 at 12,685 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #216.

Meristem Family Wealth first reported a position in DES in Q2 2021 and has held it in 4 quarters since. The position peaked at $417K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q1 2022.

  • Meristem Family Wealth held 12,685 shares of WisdomTree US SmallCap Dividend Fund worth $404K as of Q1 2022.
  • Meristem Family Wealth left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2022.
  • WisdomTree US SmallCap Dividend Fund made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #216 holding.
  • Meristem Family Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $417K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.