SFC
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SYM Financial Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SYM Financial Corp’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
2023
Q4 		– Sell
-2,749
Closed -$77.5K – 183
2023
Q3 		$77.5K Buy
+2,749
New +$80.7K 0.01% 114

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

SYM Financial Corp's DES Position: Q4 2023 in Review

SYM Financial Corp sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2023, closing a stake of 2,749 shares — an estimated $77.5K sold.

SYM Financial Corp first reported a position in DES in Q3 2023 and held it in 1 quarter. The position peaked at $77.5K in Q3 2023. 312 funds tracked by Wall St. Rank hold DES as of Q4 2023.

  • SYM Financial Corp reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • SYM Financial Corp sold 2,749 WisdomTree US SmallCap Dividend Fund shares in Q4 2023, an estimated $77.5K.
  • SYM Financial Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • SYM Financial Corp's WisdomTree US SmallCap Dividend Fund position peaked at $77.5K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2023.

Based on SYM Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.