Mutual Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mutual Advisors’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 Q1	–	Sell	-9,741	Closed	-$277K	–	981
2022 Q4	$277K	Buy	+9,741	New	+$280K	0.01%	764
2018 Q2	–	Sell	-26,636	Closed	-$730K	–	424
2018 Q1	$730K	Buy	+26,636	New	+$752K	0.19%	183

Other funds holding DES

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mutual Advisors's DES Position: Q1 2023 in Review

Mutual Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 9,741 shares — an estimated $277K sold.

Mutual Advisors first reported a position in DES in Q1 2018 and held it in 2 quarters. The position peaked at $730K in Q1 2018. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

Mutual Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Mutual Advisors sold 9,741 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $277K.
Mutual Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 2 quarters.
Mutual Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $730K in Q1 2018.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.