Wipfli Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wipfli Financial 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
2022 Q3	$14K	Buy	+560	New	+$16.2K	﹤0.01%	1707

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

Wipfli Financial Advisors's DES Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2022: 560 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings.

284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

Wipfli Financial Advisors held 560 shares of WisdomTree US SmallCap Dividend Fund worth $14K as of Q3 2022.
WisdomTree US SmallCap Dividend Fund was a new Wipfli Financial Advisors position in Q3 2022.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1707 holding.
284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.