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Snowden Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Snowden Capital Advisors’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
-6,699
Closed -$209K – 1228
2024
Q2 		$209K Buy
6,699
+1
+0% +$31 0.01% 1126
2024
Q1 		$219K Buy
+6,698
New +$210K 0.01% 1102
2023
Q3 		– Sell
-23,750
Closed -$684K – 1078
2023
Q2 		$684K Buy
23,750
+577
+2% +$16.1K 0.02% 589
2023
Q1 		$662K Sell
23,173
-2,198
-9% -$65.8K 0.03% 604
2022
Q4 		$722K Buy
25,371
+1,168
+5% +$33.5K 0.03% 545
2022
Q3 		$622K Sell
24,203
-1,574
-6% -$45.6K 0.03% 569
2022
Q2 		$727K Buy
25,777
+192
+0.8% +$5.76K 0.03% 502
2022
Q1 		$815K Buy
25,585
+22,873
+843% +$730K 0.03% 489
2021
Q4 		$89K Sell
2,712
-5,900
-69% -$191K ﹤0.01% 876
2021
Q3 		$266K Buy
8,612
+1,634
+23% +$51.3K 0.01% 735
2021
Q2 		$223K Buy
6,978
+483
+7% +$15.6K 0.01% 804
2021
Q1 		$202K Buy
+6,495
New +$192K 0.01% 762

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Snowden Capital Advisors's DES Position: Q3 2024 in Review

Snowden Capital Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 6,699 shares — an estimated $209K sold.

Snowden Capital Advisors first reported a position in DES in Q1 2021 and held it in 12 quarters. The position peaked at $815K in Q1 2022. 321 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • Snowden Capital Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,699 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $209K.
  • Snowden Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and held it in 12 quarters.
  • Snowden Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $815K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.