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Triad Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Triad Wealth Partners’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
-200
Closed -$6.23K – 253
2024
Q2 		$6.23K Buy
+200
New +$6.28K ﹤0.01% 522

Other funds holding DES

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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

Triad Wealth Partners's DES Position: Q3 2024 in Review

Triad Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2024, closing a stake of 200 shares — an estimated $6.23K sold.

Triad Wealth Partners first reported a position in DES in Q2 2024 and held it in 1 quarter. The position peaked at $6.23K in Q2 2024. 321 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • Triad Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 200 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $6.23K.
  • Triad Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $6.23K in Q2 2024.
  • 321 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.