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Red Cedar Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Red Cedar Capital’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
Q4 		$4K Hold
144
– – ﹤0.01% 153
2022
Q3 		$4K Hold
144
– – ﹤0.01% 152
2022
Q2 		$4K Hold
144
– – ﹤0.01% 141
2022
Q1 		$5K Buy
+144
New +$4.6K ﹤0.01% 135

Other funds holding DES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Red Cedar Capital's DES Position: Q4 2022 in Review

Red Cedar Capital held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2022 at 144 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Red Cedar Capital first reported a position in DES in Q1 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

  • Red Cedar Capital held 144 shares of WisdomTree US SmallCap Dividend Fund worth $4K as of Q4 2022.
  • Red Cedar Capital left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2022.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Red Cedar Capital's portfolio in Q4 2022, its #153 holding.
  • Red Cedar Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 4 quarters since.
  • Red Cedar Capital's WisdomTree US SmallCap Dividend Fund position peaked at $5K in Q1 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.