Raab & Moskowitz Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Raab & Moskowitz Asset Management’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
2020 Q1	–	Sell	-84	Closed	-$2K	–	217
2019 Q4	$2K	Buy	+84	New	+$2.34K	﹤0.01%	494
2018 Q4	–	Sell	-1,077	Closed	-$31K	–	229
2018 Q3	$31K	Buy	+1,077	New	+$32.4K	0.01%	299
2015 Q1	–	Sell	-636	Closed	-$15K	–	171
2014 Q4	$15K	Buy	+636	New	+$14.6K	0.01%	296

Other funds holding DES

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Raab & Moskowitz Asset Management's DES Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 84 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in DES in Q4 2014 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 84 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $2K.
Raab & Moskowitz Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $31K in Q3 2018.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.