Rudd International’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Rudd International’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
2020 Q1	–	Sell	-9,096	Closed	-$260K	–	68
2019 Q4	$260K	Sell	9,096 -319	-3%	-$8.89K	0.13%	65
2019 Q3	$257K	Buy	9,415 +118	+1%	+$3.15K	0.14%	64
2019 Q2	$252K	Buy	9,297 +48	+0.5%	+$1.31K	0.14%	65
2019 Q1	$254K	Buy	9,249 +8	+0.1%	+$219	0.16%	61
2018 Q4	$226K	Buy	+9,241	New	+$251K	0.17%	61

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rudd International's DES Position: Q1 2020 in Review

Rudd International sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 9,096 shares — an estimated $260K sold.

Rudd International first reported a position in DES in Q4 2018 and held it in 5 quarters. The position peaked at $260K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Rudd International reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Rudd International sold 9,096 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $260K.
Rudd International first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Rudd International's WisdomTree US SmallCap Dividend Fund position peaked at $260K in Q4 2019.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Rudd International's 13F filing for Q1 2020, filed 6 May 2020.