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Resurgent Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-2,515
Closed -$80.9K – 260
2023
Q4 		$80.9K Sell
2,515
-183
-7% -$5.32K 0.05% 271
2023
Q3 		$76.1K Buy
2,698
+30
+1% +$881 0.05% 266
2023
Q2 		$76.8K Buy
2,668
+2
+0.1% +$56 0.05% 272
2023
Q1 		$76.1K Buy
2,666
+11
+0.4% +$329 0.05% 265
2022
Q4 		$75.5K Buy
+2,655
New +$76.3K 0.04% 350

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resurgent Financial Advisors's DES Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2024, closing a stake of 2,515 shares — an estimated $80.9K sold.

Resurgent Financial Advisors first reported a position in DES in Q4 2022 and held it in 5 quarters. The position peaked at $80.9K in Q4 2023. 321 funds tracked by Wall St. Rank hold DES as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,515 WisdomTree US SmallCap Dividend Fund shares in Q1 2024, an estimated $80.9K.
  • Resurgent Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $80.9K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.