Signet Financial Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Signet Financial 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
2022 Q1	–	Sell	-1,376	Closed	-$45K	–	493
2021 Q4	$45K	Buy	+1,376	New	+$44.5K	0.01%	513
2018 Q4	–	Sell	-949	Closed	-$28K	–	367
2018 Q3	$28K	Sell	949 -24	-2%	-$722	﹤0.01%	476
2018 Q2	$29K	Sell	973 -66	-6%	-$1.9K	0.01%	466
2018 Q1	$28K	Buy	+1,039	New	+$29.3K	0.01%	436

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Signet Financial Management's DES Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2022, closing a stake of 1,376 shares — an estimated $45K sold.

Signet Financial Management first reported a position in DES in Q1 2018 and held it in 4 quarters. The position peaked at $45K in Q4 2021. 295 funds tracked by Wall St. Rank hold DES as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 1,376 WisdomTree US SmallCap Dividend Fund shares in Q1 2022, an estimated $45K.
Signet Financial Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree US SmallCap Dividend Fund position peaked at $45K in Q4 2021.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.