Sachetta’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sachetta’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 Q4	–	Sell	-63	Closed	-$2.17K	–	1218
2024 Q3	$2.17K	Buy	+63	New	+$2.09K	﹤0.01%	852

Other funds holding DES

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sachetta's DES Position: Q4 2024 in Review

Sachetta sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 63 shares — an estimated $2.17K sold.

Sachetta first reported a position in DES in Q3 2024 and held it in 1 quarter. The position peaked at $2.17K in Q3 2024. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

Sachetta reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Sachetta sold 63 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $2.17K.
Sachetta first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and held it in 1 quarter.
Sachetta's WisdomTree US SmallCap Dividend Fund position peaked at $2.17K in Q3 2024.
332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.