Western Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Western Wealth 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
2022 Q4	–	Sell	-9,274	Closed	-$238K	–	642
2022 Q3	$238K	Buy	+9,274	New	+$269K	0.01%	705
2022 Q2	–	Sell	-6,562	Closed	-$210K	–	802
2022 Q1	$210K	Buy	+6,562	New	+$210K	0.01%	777
2020 Q2	–	Sell	-10,605	Closed	-$191K	–	433
2020 Q1	$191K	Hold	10,605	–	–	0.04%	346
2019 Q4	$304K	Hold	10,605	–	–	0.05%	309
2019 Q3	$291K	Sell	10,605 -1,278	-11%	-$34.1K	0.06%	294
2019 Q2	$322K	Buy	11,883 +10	+0.1%	+$273	0.04%	290
2019 Q1	$327K	Buy	11,873 +2	+0%	+$55	0.07%	268
2018 Q4	$292K	Buy	+11,871	New	+$323K	0.08%	258

Other funds holding DES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Western Wealth Management's DES Position: Q4 2022 in Review

Western Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2022, closing a stake of 9,274 shares — an estimated $238K sold.

Western Wealth Management first reported a position in DES in Q4 2018 and held it in 8 quarters. The position peaked at $327K in Q1 2019. 295 funds tracked by Wall St. Rank hold DES as of Q4 2022.

Western Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 9,274 WisdomTree US SmallCap Dividend Fund shares in Q4 2022, an estimated $238K.
Western Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and held it in 8 quarters.
Western Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $327K in Q1 2019.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.