Wealthcare Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-331	Closed	-$10K	–	218
2021 Q1	$10K	Buy	+331	New	+$9.77K	﹤0.01%	274
2020 Q2	–	Sell	-327	Closed	-$6K	–	95
2020 Q1	$6K	Hold	327	–	–	﹤0.01%	163
2019 Q4	$9K	Hold	327	–	–	﹤0.01%	196
2019 Q3	$9K	Hold	327	–	–	﹤0.01%	158
2019 Q2	$9K	Hold	327	–	–	﹤0.01%	153
2019 Q1	$9K	Hold	327	–	–	﹤0.01%	159
2018 Q4	$8K	Hold	327	–	–	﹤0.01%	158
2018 Q3	$10K	Hold	327	–	–	﹤0.01%	153
2018 Q2	$10K	Hold	327	–	–	﹤0.01%	148
2018 Q1	$9K	Hold	327	–	–	﹤0.01%	150
2017 Q4	$9K	Hold	327	–	–	﹤0.01%	140
2017 Q3	$9K	Buy	+327	New	+$8.74K	﹤0.01%	132
2015 Q2	–	Sell	-1,776	Closed	-$43K	–	504
2015 Q1	$43K	Buy	+1,776	New	+$41.8K	0.01%	275

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthcare Capital Management's DES Position: Q2 2021 in Review

Wealthcare Capital Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 331 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in DES in Q1 2015 and held it in 13 quarters. The position peaked at $43K in Q1 2015. 272 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Wealthcare Capital Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 331 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $10K.
Wealthcare Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and held it in 13 quarters.
Wealthcare Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $43K in Q1 2015.
272 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.