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

Ranch Capital 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
2021 Q4	–	Sell	-113	Closed	-$3K	–	253
2021 Q3	$3K	Hold	113	–	–	﹤0.01%	582
2021 Q2	$3K	Hold	113	–	–	﹤0.01%	786
2021 Q1	$3K	Sell	113 -51	-31%	-$1.5K	﹤0.01%	777
2020 Q4	$4K	Sell	164 -15	-8%	-$364	﹤0.01%	749
2020 Q3	$3K	Hold	179	–	–	﹤0.01%	756
2020 Q2	$4K	Sell	179 -1,475	-89%	-$29.3K	﹤0.01%	764
2020 Q1	$29K	Sell	1,654 -948	-36%	-$23.4K	0.03%	366
2019 Q4	$75K	Sell	2,602 -1,261	-33%	-$35.2K	0.06%	254
2019 Q3	$106K	Buy	+3,863	New	+$103K	0.11%	198

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

Ranch Capital Advisors's DES Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 113 shares — an estimated $3K sold.

Ranch Capital Advisors first reported a position in DES in Q3 2019 and held it in 9 quarters. The position peaked at $106K in Q3 2019. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 113 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $3K.
Ranch Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $106K in Q3 2019.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.