Voya Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Voya Financial 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
2020 Q1	–	Sell	-7,087	Closed	-$203K	–	596
2019 Q4	$203K	Buy	+7,087	New	+$198K	0.01%	604
2019 Q2	–	Sell	-7,442	Closed	-$205K	–	617
2019 Q1	$205K	Buy	+7,442	New	+$203K	0.01%	574
2018 Q4	–	Sell	-7,489	Closed	-$222K	–	559
2018 Q3	$222K	Buy	+7,489	New	+$225K	0.01%	546

Other funds holding DES

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

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Voya Financial Advisors's DES Position: Q1 2020 in Review

Voya Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2020, closing a stake of 7,087 shares — an estimated $203K sold.

Voya Financial Advisors first reported a position in DES in Q3 2018 and held it in 3 quarters. The position peaked at $222K in Q3 2018. 264 funds tracked by Wall St. Rank hold DES as of Q1 2020.

Voya Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Voya Financial Advisors sold 7,087 WisdomTree US SmallCap Dividend Fund shares in Q1 2020, an estimated $203K.
Voya Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2018 and held it in 3 quarters.
Voya Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $222K in Q3 2018.
264 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2020.

Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.