Simplicity Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Simplicity Solutions’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
2020 Q1	–	Sell	-71,918	Closed	-$2.06M	–	745
2019 Q4	$2.06M	Buy	71,918 +29,885	+71%	+$833K	0.06%	238
2019 Q3	$1.15M	Buy	+42,033	New	+$1.12M	0.05%	266

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's DES Position: Q1 2020 in Review

Simplicity Solutions sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 71,918 shares — an estimated $2.06M sold.

Simplicity Solutions first reported a position in DES in Q3 2019 and held it in 2 quarters. The position peaked at $2.06M in Q4 2019. 263 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Simplicity Solutions reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 71,918 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $2.06M.
Simplicity Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 2 quarters.
Simplicity Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $2.06M in Q4 2019.
263 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.