Weaver Consulting Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-105	Closed	-$2K	–	314
2020 Q3	$2K	Hold	105	–	–	﹤0.01%	811
2020 Q2	$2K	Hold	105	–	–	﹤0.01%	784
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	694
2019 Q4	$3K	Hold	105	–	–	﹤0.01%	676
2019 Q3	$3K	Hold	105	–	–	﹤0.01%	664
2019 Q2	$3K	Hold	105	–	–	﹤0.01%	650
2019 Q1	$3K	Buy	+105	New	+$2.87K	﹤0.01%	1222

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Weaver Consulting Group's DES Position: Q4 2020 in Review

Weaver Consulting Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2020, closing a stake of 105 shares — an estimated $2K sold.

Weaver Consulting Group first reported a position in DES in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

Weaver Consulting Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 105 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $2K.
Weaver Consulting Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's WisdomTree US SmallCap Dividend Fund position peaked at $3K in Q4 2019.
266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.