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Pacific Capital Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-8
Closed -$249 – 521
2024
Q2 		$249 Buy
+8
New +$251 ﹤0.01% 490

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Bank of America
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's DES Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 8 shares — an estimated $249 sold.

Pacific Capital Wealth Advisors first reported a position in DES in Q2 2024 and held it in 1 quarter. The position peaked at $249 in Q2 2024. 321 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 8 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $249.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $249 in Q2 2024.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.