Private Wealth Advisors (California)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Private Wealth Advisors (California)’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 Q4	–	Sell	-56,006	Closed	-$1.8M	–	102
2021 Q3	$1.8M	Sell	56,006 -292	-0.5%	-$9.16K	0.43%	48
2021 Q2	$1.79M	Buy	56,298 +3,966	+8%	+$128K	0.55%	38
2021 Q1	$1.63M	Buy	52,332 +11,424	+28%	+$337K	0.55%	33
2020 Q4	$1.15M	Buy	+40,908	New	+$992K	0.4%	39

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Wealth Advisors (California)'s DES Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 56,006 shares — an estimated $1.8M sold.

Private Wealth Advisors (California) first reported a position in DES in Q4 2020 and held it in 4 quarters. The position peaked at $1.8M in Q3 2021. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

Private Wealth Advisors (California) reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 56,006 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $1.8M.
Private Wealth Advisors (California) first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Private Wealth Advisors (California)'s WisdomTree US SmallCap Dividend Fund position peaked at $1.8M in Q3 2021.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.