MUFG Americas’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MUFG Americas’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
2020 Q2	–	Sell	-5,100	Closed	-$92K	–	677
2020 Q1	$92K	Hold	5,100	–	–	﹤0.01%	434
2019 Q4	$146K	Hold	5,100	–	–	﹤0.01%	422
2019 Q3	$140K	Hold	5,100	–	–	﹤0.01%	427
2019 Q2	$138K	Hold	5,100	–	–	﹤0.01%	427
2019 Q1	$140K	Hold	5,100	–	–	﹤0.01%	413
2018 Q4	$125K	Buy	+5,100	New	+$139K	﹤0.01%	417

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MUFG Americas's DES Position: Q2 2020 in Review

MUFG Americas sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 5,100 shares — an estimated $92K sold.

MUFG Americas first reported a position in DES in Q4 2018 and held it in 6 quarters. The position peaked at $146K in Q4 2019. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

MUFG Americas reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
MUFG Americas sold 5,100 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $92K.
MUFG Americas first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 6 quarters.
MUFG Americas's WisdomTree US SmallCap Dividend Fund position peaked at $146K in Q4 2019.
242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on MUFG Americas's 13F filing for Q2 2020, filed 6 Aug 2020.