Wealthstreet Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-22,390	Closed	-$697K	–	146
2021 Q1	$697K	Buy	22,390 +1,067	+5%	+$31.5K	0.07%	212
2020 Q4	$567K	Sell	21,323 -79	-0.4%	-$1.92K	0.06%	228
2020 Q3	$451K	Buy	21,402 +2,656	+14%	+$57.8K	0.05%	233
2020 Q2	$397K	Sell	18,746 -449	-2%	-$8.92K	0.05%	240
2020 Q1	$346K	Sell	19,195 -817	-4%	-$20.2K	0.05%	227
2019 Q4	$574K	Buy	+20,012	New	+$558K	0.07%	219
2019 Q3	–	Sell	-19,174	Closed	-$520K	–	338
2019 Q2	$520K	Sell	19,174 -2,109	-10%	-$57.7K	0.07%	219
2019 Q1	$586K	Buy	21,283 +602	+3%	+$16.4K	0.08%	197
2018 Q4	$558K	Sell	20,681 -12,574	-38%	-$342K	0.08%	197
2018 Q3	$988K	Buy	33,255 +31	+0.1%	+$933	0.12%	156
2018 Q2	$985K	Sell	33,224 -1,667	-5%	-$48.1K	0.13%	152
2018 Q1	$956K	Sell	34,891 -809	-2%	-$22.8K	0.12%	157
2017 Q4	$1.04M	Buy	+35,700	New	+$1.02M	0.13%	152

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 29.2% 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

Wealthstreet Investment Advisors's DES Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2021, closing a stake of 22,390 shares — an estimated $697K sold.

Wealthstreet Investment Advisors first reported a position in DES in Q4 2017 and held it in 13 quarters. The position peaked at $1.04M in Q4 2017. 272 funds tracked by Wall St. Rank hold DES as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 22,390 WisdomTree US SmallCap Dividend Fund shares in Q2 2021, an estimated $697K.
Wealthstreet Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 13 quarters.
Wealthstreet Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.04M in Q4 2017.
272 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.