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TFC Financial Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

TFC Financial Management’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
2021
Q4 		– Sell
-1,773
Closed -$55K – 585
2021
Q3 		$55K Hold
1,773
– – 0.02% 206
2021
Q2 		$57K Hold
1,773
– – 0.02% 195
2021
Q1 		$55K Hold
1,773
– – 0.02% 187
2020
Q4 		$47K Hold
1,773
– – 0.02% 196
2020
Q3 		$37K Buy
+1,773
New +$38.6K 0.02% 196

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TFC Financial Management's DES Position: Q4 2021 in Review

TFC Financial Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2021, closing a stake of 1,773 shares — an estimated $55K sold.

TFC Financial Management first reported a position in DES in Q3 2020 and held it in 5 quarters. The position peaked at $57K in Q2 2021. 299 funds tracked by Wall St. Rank hold DES as of Q4 2021.

  • TFC Financial Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • TFC Financial Management sold 1,773 WisdomTree US SmallCap Dividend Fund shares in Q4 2021, an estimated $55K.
  • TFC Financial Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 5 quarters.
  • TFC Financial Management's WisdomTree US SmallCap Dividend Fund position peaked at $57K in Q2 2021.
  • 299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2021.

Based on TFC Financial Management's 13F filing for Q4 2021, filed 2 Feb 2022.