Winslow Evans & Crocker’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Winslow Evans & Crocker’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	$51K	Buy	1,900 +300	+19%	+$7.28K	0.01%	591
2020 Q3	$34K	Sell	1,600 -200	-11%	-$4.36K	0.01%	525
2020 Q2	$38K	Hold	1,800	–	–	0.01%	505
2020 Q1	$34K	Hold	1,800	–	–	0.01%	488
2019 Q4	$54K	Hold	1,800	–	–	0.01%	489
2019 Q3	$52K	Hold	1,800	–	–	0.01%	486
2019 Q2	$52K	Hold	1,800	–	–	0.01%	498
2019 Q1	$52K	Hold	1,800	–	–	0.01%	479
2018 Q4	$46K	Hold	1,800	–	–	0.02%	464
2018 Q3	$56K	Hold	1,800	–	–	0.02%	463
2018 Q2	$56K	Hold	1,800	–	–	0.02%	469
2018 Q1	$49.3K	Hold	1,800	–	–	0.02%	482
2017 Q4	$52.3K	Hold	1,800	–	–	0.02%	484
2017 Q3	$50.4K	Sell	1,800 -1,200	-40%	-$32.1K	0.02%	476
2017 Q2	$80.5K	Sell	3,000 -900	-23%	-$24.2K	0.02%	467
2017 Q1	$105K	Buy	+3,900	New	+$106K	0.03%	407
2014 Q3	–	Sell	-900	Closed	-$20.5K	–	1397
2014 Q2	$21K	Buy	+900	New	+$20.4K	0.01%	665

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

Winslow Evans & Crocker's DES Position: Q4 2020 in Review

Winslow Evans & Crocker increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 19% in Q4 2020, buying an estimated $7.28K and bringing the position to 1,900 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #591.

Winslow Evans & Crocker first reported a position in DES in Q2 2014 and has held it in 17 quarters since. The position peaked at $105K in Q1 2017. 266 funds tracked by Wall St. Rank hold DES as of Q4 2020.

Winslow Evans & Crocker held 1,900 shares of WisdomTree US SmallCap Dividend Fund worth $51K as of Q4 2020.
Winslow Evans & Crocker bought 300 WisdomTree US SmallCap Dividend Fund shares in Q4 2020, an estimated $7.28K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #591 holding.
Winslow Evans & Crocker first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2014 and has held it in 17 quarters since.
Winslow Evans & Crocker's WisdomTree US SmallCap Dividend Fund position peaked at $105K in Q1 2017.
266 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.