Sebold Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sebold Capital Management’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 Q3	–	Sell	-7,687	Closed	-$239K	–	71
2024 Q2	$239K	Sell	7,687 -3,934	-34%	-$124K	0.17%	64
2024 Q1	$380K	Hold	11,621	–	–	0.26%	50
2023 Q4	$374K	Sell	11,621 -2,453	-17%	-$71.2K	0.28%	47
2023 Q3	$397K	Buy	14,074 +192	+1%	+$5.64K	0.32%	44
2023 Q2	$400K	Hold	13,882	–	–	0.32%	45
2023 Q1	$396K	Sell	13,882 -505	-4%	-$15.1K	0.31%	45
2022 Q4	$409K	Buy	+14,387	New	+$413K	0.34%	42

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sebold Capital Management's DES Position: Q3 2024 in Review

Sebold Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 7,687 shares — an estimated $239K sold.

Sebold Capital Management first reported a position in DES in Q4 2022 and held it in 7 quarters. The position peaked at $409K in Q4 2022. 321 funds tracked by Wall St. Rank hold DES as of Q3 2024.

Sebold Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Sebold Capital Management sold 7,687 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $239K.
Sebold Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
Sebold Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $409K in Q4 2022.
321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on Sebold Capital Management's 13F filing for Q3 2024, filed 22 Oct 2024.