VCP
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Verus Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Verus Capital 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
2020
Q1 		$6K Buy
349
+1
+0.3% +$25 ﹤0.01% 1127
2019
Q4 		$10K Buy
+348
New +$9.7K ﹤0.01% 1125

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Verus Capital Partners's DES Position: Q1 2020 in Review

Verus Capital Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.29% in Q1 2020, buying an estimated $25 and bringing the position to 349 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Verus Capital Partners first reported a position in DES in Q4 2019 and has held it in 2 quarters since. The position peaked at $10K in Q4 2019. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

  • Verus Capital Partners held 349 shares of WisdomTree US SmallCap Dividend Fund worth $6K as of Q1 2020.
  • Verus Capital Partners bought 1 WisdomTree US SmallCap Dividend Fund share in Q1 2020, an estimated $25.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1127 holding.
  • Verus Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree US SmallCap Dividend Fund position peaked at $10K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.