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Old Mission Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Old Mission Capital’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
2021
Q2 		– Sell
-55,810
Closed -$1.74M – 1055
2021
Q1 		$1.74M Buy
+55,810
New +$1.65M 0.1% 242

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Old Mission Capital's DES Position: Q2 2021 in Review

Old Mission Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 55,810 shares — an estimated $1.74M sold.

Old Mission Capital first reported a position in DES in Q1 2021 and held it in 1 quarter. The position peaked at $1.74M in Q1 2021. 273 funds tracked by Wall St. Rank hold DES as of Q2 2021.

  • Old Mission Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Old Mission Capital sold 55,810 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $1.74M.
  • Old Mission Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • Old Mission Capital's WisdomTree US SmallCap Dividend Fund position peaked at $1.74M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Old Mission Capital's 13F filing for Q2 2021, filed 13 Aug 2021.