Running Point Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Running Point Capital 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 Q4	–	Sell	-3,256	Closed	-$100K	–	126
2021 Q3	$100K	Hold	3,256	–	–	0.04%	114
2021 Q2	$104K	Hold	3,256	–	–	0.05%	104
2021 Q1	$101K	Hold	3,256	–	–	0.06%	90
2020 Q4	$87K	Buy	+3,256	New	+$79K	0.05%	88

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Running Point Capital Advisors's DES Position: Q4 2021 in Review

Running Point Capital Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 3,256 shares — an estimated $100K sold.

Running Point Capital Advisors first reported a position in DES in Q4 2020 and held it in 4 quarters. The position peaked at $104K in Q2 2021. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

Running Point Capital Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 3,256 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $100K.
Running Point Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $104K in Q2 2021.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.