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Romano Brothers & Co’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Romano Brothers & Co’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
-1,023
Closed -$29.1K – 457
2022
Q4 		$29.1K Buy
+1,023
New +$29.4K ﹤0.01% 562

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

Romano Brothers & Co's DES Position: Q1 2023 in Review

Romano Brothers & Co sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 1,023 shares — an estimated $29.1K sold.

Romano Brothers & Co first reported a position in DES in Q4 2022 and held it in 1 quarter. The position peaked at $29.1K in Q4 2022. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

  • Romano Brothers & Co reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,023 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $29.1K.
  • Romano Brothers & Co first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's WisdomTree US SmallCap Dividend Fund position peaked at $29.1K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.