PrairieView Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

PrairieView Partners’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	-1,298	Closed	-$40K	–	369
2024 Q2	$40K	Hold	1,298	–	–	﹤0.01%	220
2024 Q1	$43K	Hold	1,298	–	–	﹤0.01%	199
2023 Q4	$42K	Hold	1,298	–	–	0.01%	190
2023 Q3	$36K	Hold	1,298	–	–	﹤0.01%	198
2023 Q2	$37K	Hold	1,298	–	–	﹤0.01%	212
2023 Q1	$37K	Hold	1,298	–	–	0.01%	206
2022 Q4	$36K	Hold	1,298	–	–	0.01%	218
2022 Q3	$33K	Hold	1,298	–	–	0.01%	209
2022 Q2	$37K	Hold	1,298	–	–	0.01%	217
2022 Q1	$41K	Hold	1,298	–	–	0.01%	218
2021 Q4	$43K	Hold	1,298	–	–	0.01%	226
2021 Q3	$40K	Sell	1,298 -100	-7%	-$3.14K	0.01%	184
2021 Q2	$45K	Hold	1,398	–	–	0.01%	177
2021 Q1	$44K	Hold	1,398	–	–	0.01%	177
2020 Q4	$37K	Hold	1,398	–	–	0.01%	178
2020 Q3	$29K	Hold	1,398	–	–	0.01%	181
2020 Q2	$30K	Hold	1,398	–	–	0.01%	168
2020 Q1	$25K	Buy	+1,398	New	+$34.6K	0.01%	172

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PrairieView Partners's DES Position: Q3 2024 in Review

PrairieView Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 1,298 shares — an estimated $40K sold.

PrairieView Partners first reported a position in DES in Q1 2020 and held it in 18 quarters. The position peaked at $45K in Q2 2021. 322 funds tracked by Wall St. Rank hold DES as of Q3 2024.

PrairieView Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 1,298 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $40K.
PrairieView Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and held it in 18 quarters.
PrairieView Partners's WisdomTree US SmallCap Dividend Fund position peaked at $45K in Q2 2021.
322 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.