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RE Dickinson Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

RE Dickinson Investment 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
2022
Q2 		– Sell
-49
Closed – – 294
2022
Q1 		$0 Hold
49
– – ﹤0.01% 287
2021
Q4 		$2K Buy
+49
New +$1.58K ﹤0.01% 257

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RE Dickinson Investment Advisors's DES Position: Q2 2022 in Review

RE Dickinson Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022, closing a stake of 49 shares.

RE Dickinson Investment Advisors first reported a position in DES in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

  • RE Dickinson Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 49 WisdomTree US SmallCap Dividend Fund shares in Q2 2022.
  • RE Dickinson Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.