PCS
DES icon

Personal CFO Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Personal CFO Solutions’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
-8,490
Closed -$293K – 487
2024
Q3 		$293K Hold
8,490
– – 0.04% 429
2024
Q2 		$264K Sell
8,490
-3,500
-29% -$110K 0.04% 426
2024
Q1 		$392K Hold
11,990
– – 0.06% 319
2023
Q4 		$386K Hold
11,990
– – 0.07% 303
2023
Q3 		$338K Buy
11,990
+1,200
+11% +$35.2K 0.07% 296
2023
Q2 		$311K Buy
10,790
+1,000
+10% +$27.9K 0.06% 322
2023
Q1 		$280K Buy
+9,790
New +$293K 0.06% 332
2022
Q3 		– Sell
-9,290
Closed -$262K – 427
2022
Q2 		$262K Sell
9,290
-1,000
-10% -$30K 0.06% 300
2022
Q1 		$328K Sell
10,290
-862
-8% -$27.5K 0.06% 295
2021
Q4 		$366K Sell
11,152
-1,100
-9% -$35.6K 0.07% 263
2021
Q3 		$378K Hold
12,252
– – 0.08% 231
2021
Q2 		$391K Sell
12,252
-1,000
-8% -$32.3K 0.08% 225
2021
Q1 		$413K Sell
13,252
-707
-5% -$20.9K 0.09% 205
2020
Q4 		$371K Buy
13,959
+7
+0.1% +$170 0.09% 203
2020
Q3 		$0 Hold
13,952
– – ﹤0.01% 182
2020
Q2 		$296K Sell
13,952
-800
-5% -$15.9K 0.09% 212
2020
Q1 		$266K Sell
14,752
-3,000
-17% -$74.2K 0.1% 185
2019
Q4 		$509K Buy
17,752
+4,700
+36% +$131K 0.15% 150
2019
Q3 		$357K Buy
+13,052
New +$348K 0.14% 183

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

Personal CFO Solutions's DES Position: Q4 2024 in Review

Personal CFO Solutions sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 8,490 shares — an estimated $293K sold.

Personal CFO Solutions first reported a position in DES in Q3 2019 and held it in 19 quarters. The position peaked at $509K in Q4 2019. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Personal CFO Solutions reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 8,490 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $293K.
  • Personal CFO Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 19 quarters.
  • Personal CFO Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $509K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.