WB
DES icon

West Bancorporation’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

West Bancorporation’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
2024
Q4 		– Sell
-8,865
Closed -$306K – 98
2024
Q3 		$306K Sell
8,865
-3,582
-29% -$119K 0.2% 63
2024
Q2 		$388K Sell
12,447
-29,311
-70% -$921K 0.29% 49
2024
Q1 		$1.36M Sell
41,758
-17,919
-30% -$561K 0.9% 25
2023
Q4 		$1.92M Sell
59,677
-7,835
-12% -$228K 1.24% 19
2023
Q3 		$1.9M Sell
67,512
-2,133
-3% -$62.6K 1.35% 19
2023
Q2 		$2.01M Sell
69,645
-250
-0.4% -$6.97K 1.35% 20
2023
Q1 		$2M Sell
69,895
-5,254
-7% -$157K 1.52% 20
2022
Q4 		$2.14M Buy
75,149
+10,347
+16% +$297K 1.59% 18
2022
Q3 		$1.67M Buy
64,802
+3,111
+5% +$90.1K 1.24% 19
2022
Q2 		$1.74M Buy
61,691
+7,883
+15% +$237K 1.23% 17
2022
Q1 		$1.72M Buy
53,808
+23,566
+78% +$753K 1.06% 16
2021
Q4 		$994K Buy
+30,242
New +$978K 0.78% 18
2020
Q3 		$752K Sell
35,663
-507
-1% -$11K 0.88% 19
2020
Q2 		$766K Sell
36,170
-4,411
-11% -$87.6K 0.89% 18
2020
Q1 		$731K Buy
40,581
+6,098
+18% +$151K 1.02% 17
2019
Q4 		$989K Buy
+34,483
New +$962K 0.99% 16

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Bancorporation's DES Position: Q4 2024 in Review

West Bancorporation sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 8,865 shares — an estimated $306K sold.

West Bancorporation first reported a position in DES in Q4 2019 and held it in 16 quarters. The position peaked at $2.14M in Q4 2022. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • West Bancorporation reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • West Bancorporation sold 8,865 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $306K.
  • West Bancorporation first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 16 quarters.
  • West Bancorporation's WisdomTree US SmallCap Dividend Fund position peaked at $2.14M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on West Bancorporation's 13F filing for Q4 2024, filed 23 Jan 2025.