Vima LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Vima LLC’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 Q2	–	Sell	-1,000	Closed	-$28	–	142
2024 Q1	$28	Buy	+1,000	New	+$31.3K	﹤0.01%	421

Other funds holding DES

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vima LLC's DES Position: Q2 2024 in Review

Vima LLC sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 1,000 shares — an estimated $28 sold.

Vima LLC first reported a position in DES in Q1 2024 and held it in 1 quarter. The position peaked at $28 in Q1 2024. 324 funds tracked by Wall St. Rank hold DES as of Q2 2024.

Vima LLC reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 1,000 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $28.
Vima LLC first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 1 quarter.
Vima LLC's WisdomTree US SmallCap Dividend Fund position peaked at $28 in Q1 2024.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.