Urban Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Urban Wealth 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
2022 Q2	$7K	Buy	+263	New	+$7.89K	0.02%	222

Other funds holding DES

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Urban Wealth Management's DES Position: Q2 2022 in Review

Urban Wealth Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2022: 263 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

Urban Wealth Management held 263 shares of WisdomTree US SmallCap Dividend Fund worth $7K as of Q2 2022.
WisdomTree US SmallCap Dividend Fund was a new Urban Wealth Management position in Q2 2022.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Urban Wealth Management's portfolio in Q2 2022, its #222 holding.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.