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Watson Rebecca’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-91
Closed -$2K – 146
2020
Q2 		$2K Buy
+91
New +$1.81K ﹤0.01% 339

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Watson Rebecca's DES Position: Q3 2020 in Review

Watson Rebecca sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2020, closing a stake of 91 shares — an estimated $2K sold.

Watson Rebecca first reported a position in DES in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 241 funds tracked by Wall St. Rank hold DES as of Q3 2020.

  • Watson Rebecca reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 91 WisdomTree US SmallCap Dividend Fund shares in Q3 2020, an estimated $2K.
  • Watson Rebecca first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's WisdomTree US SmallCap Dividend Fund position peaked at $2K in Q2 2020.
  • 241 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.