SSWM
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Sheets Smith Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-57
Closed -$1.61K – 370
2023
Q3 		$1.61K Buy
+57
New +$1.67K ﹤0.01% 481

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Sheets Smith Wealth Management's DES Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 57 shares — an estimated $1.61K sold.

Sheets Smith Wealth Management first reported a position in DES in Q3 2023 and held it in 1 quarter. The position peaked at $1.61K in Q3 2023. 312 funds tracked by Wall St. Rank hold DES as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 57 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $1.61K.
  • Sheets Smith Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $1.61K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.