MGO One Seven’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MGO One Seven’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
2023 Q4	–	Sell	-10,364	Closed	-$292K	–	917
2023 Q3	$292K	Buy	10,364 +602	+6%	+$17.7K	0.02%	624
2023 Q2	$281K	Sell	9,762 -852	-8%	-$23.8K	0.03%	620
2023 Q1	$303K	Buy	10,614 +1,362	+15%	+$40.8K	0.02%	670
2022 Q4	$263K	Buy	+9,252	New	+$266K	0.03%	594
2022 Q1	–	Sell	-7,181	Closed	-$236K	–	684
2021 Q4	$236K	Buy	7,181 +550	+8%	+$17.8K	0.02%	569
2021 Q3	$212K	Sell	6,631 -13,417	-67%	-$421K	0.03%	549
2021 Q2	$639K	Buy	20,048 +3,320	+20%	+$107K	0.09%	275
2021 Q1	$521K	Buy	+16,728	New	+$494K	0.09%	285
2019 Q1	–	Sell	-2,196	Closed	-$53K	–	681
2018 Q4	$53K	Buy	+2,196	New	+$59.7K	0.02%	615
2018 Q1	$52K	Hold	1,896	–	–	0.02%	601
2017 Q4	$55K	Buy	+1,896	New	+$54K	0.03%	589

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

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

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

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

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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

MGO One Seven's DES Position: Q4 2023 in Review

MGO One Seven sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 10,364 shares — an estimated $292K sold.

MGO One Seven first reported a position in DES in Q4 2017 and held it in 11 quarters. The position peaked at $639K in Q2 2021. 312 funds tracked by Wall St. Rank hold DES as of Q4 2023.

MGO One Seven reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
MGO One Seven sold 10,364 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $292K.
MGO One Seven first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 11 quarters.
MGO One Seven's WisdomTree US SmallCap Dividend Fund position peaked at $639K in Q2 2021.
312 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.