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

Realta 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
2023 Q1	–	Sell	-300	Closed	-$8.53K	–	483
2022 Q4	$8.53K	Hold	300	–	–	﹤0.01%	729
2022 Q3	$8K	Buy	+300	New	+$8.69K	﹤0.01%	714
2020 Q1	–	Sell	-150	Closed	-$4K	–	544
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	1379
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	1370
2019 Q2	$4K	Sell	150 -180	-55%	-$4.92K	﹤0.01%	1415
2019 Q1	$9K	Buy	+330	New	+$9.02K	﹤0.01%	923

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Realta Investment Advisors's DES Position: Q1 2023 in Review

Realta Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 300 shares — an estimated $8.53K sold.

Realta Investment Advisors first reported a position in DES in Q1 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2019. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

Realta Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 300 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $8.53K.
Realta Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $9K in Q1 2019.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.