Smart Money Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Smart Money Group’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	-7,848	Closed	-$226K	–	83
2019 Q4	$226K	Sell	7,848 -29,958	-79%	-$835K	0.13%	78
2019 Q3	$1.03M	Sell	37,806 -23,907	-39%	-$638K	0.83%	38
2019 Q2	$1.67M	Buy	61,713 +2,462	+4%	+$67.3K	1.38%	19
2019 Q1	$1.63M	Sell	59,251 -45,697	-44%	-$1.25M	1.43%	19
2018 Q4	$2.57M	Sell	104,948 -63,712	-38%	-$1.73M	2.67%	10
2018 Q3	$7.94M	Buy	168,660 +48,718	+41%	+$1.47M	7.21%	3
2018 Q2	$3.56M	Buy	+119,942	New	+$3.46M	3.19%	9

Other funds holding DES

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Smart Money Group's DES Position: Q1 2020 in Review

Smart Money Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 7,848 shares — an estimated $226K sold.

Smart Money Group first reported a position in DES in Q2 2018 and held it in 7 quarters. The position peaked at $7.94M in Q3 2018. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Smart Money Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 7,848 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $226K.
Smart Money Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 7 quarters.
Smart Money Group's WisdomTree US SmallCap Dividend Fund position peaked at $7.94M in Q3 2018.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.