SWA
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Stratos Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stratos Wealth 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
2020
Q2 		– Sell
-91
Closed -$2K – 278
2020
Q1 		$2K Buy
+91
New +$2.25K ﹤0.01% 275

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stratos Wealth Advisors's DES Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2020, closing a stake of 91 shares — an estimated $2K sold.

Stratos Wealth Advisors first reported a position in DES in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 242 funds tracked by Wall St. Rank hold DES as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 91 WisdomTree US SmallCap Dividend Fund shares in Q2 2020, an estimated $2K.
  • Stratos Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2K in Q1 2020.
  • 242 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.