U.S. Capital Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-2,765	Closed	-$78.6K	–	839
2022 Q4	$78.6K	Buy	+2,765	New	+$79.4K	﹤0.01%	773

Other funds holding DES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

U.S. Capital Wealth Advisors's DES Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2023, closing a stake of 2,765 shares — an estimated $78.6K sold.

U.S. Capital Wealth Advisors first reported a position in DES in Q4 2022 and held it in 1 quarter. The position peaked at $78.6K in Q4 2022. 295 funds tracked by Wall St. Rank hold DES as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,765 WisdomTree US SmallCap Dividend Fund shares in Q1 2023, an estimated $78.6K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $78.6K in Q4 2022.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.