NFA
DES icon

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

Northwest Financial 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
2024
Q4 		– Sell
-989
Closed -$34.1K – 204
2024
Q3 		$34.1K Buy
+989
New +$32.9K 0.03% 265
2024
Q1 		– Sell
-925
Closed -$29.8K – 182
2023
Q4 		$29.8K Buy
+925
New +$26.9K 0.03% 264

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Financial Advisors's DES Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 989 shares — an estimated $34.1K sold.

Northwest Financial Advisors first reported a position in DES in Q4 2023 and held it in 2 quarters. The position peaked at $34.1K in Q3 2024. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 989 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $34.1K.
  • Northwest Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $34.1K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.