Retirement Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Retirement Group’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
2019 Q4	$73K	Buy	+2,543	New	+$70.9K	0.05%	191

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Group's DES Position: Q4 2019 in Review

Retirement Group opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2019: 2,543 shares worth $73K. The stake represents 0.05% of the portfolio and ranks #191 among its holdings.

293 funds tracked by Wall St. Rank hold DES as of Q4 2019.

Retirement Group held 2,543 shares of WisdomTree US SmallCap Dividend Fund worth $73K as of Q4 2019.
WisdomTree US SmallCap Dividend Fund was a new Retirement Group position in Q4 2019.
WisdomTree US SmallCap Dividend Fund made up 0.05% of Retirement Group's portfolio in Q4 2019, its #191 holding.
293 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.