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Regent Peak Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-648
Closed -$17K – 347
2020
Q4 		$17K Buy
+648
New +$15.7K 0.01% 478

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regent Peak Wealth Advisors's DES Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 648 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in DES in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 648 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $17K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.