Y.D. More Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Y.D. More Investments’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
2023 Q3	–	Sell	-1,000	Closed	-$65.1K	–	343
2023 Q2	$65.1K	Hold	1,000	–	–	0.02%	202
2023 Q1	$58K	Buy	+1,000	New	+$29.9K	0.01%	203

Other funds holding DES

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Y.D. More Investments's DES Position: Q3 2023 in Review

Y.D. More Investments sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2023, closing a stake of 1,000 shares — an estimated $65.1K sold.

Y.D. More Investments first reported a position in DES in Q1 2023 and held it in 2 quarters. The position peaked at $65.1K in Q2 2023. 294 funds tracked by Wall St. Rank hold DES as of Q3 2023.

Y.D. More Investments reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Y.D. More Investments sold 1,000 WisdomTree US SmallCap Dividend Fund shares in Q3 2023, an estimated $65.1K.
Y.D. More Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and held it in 2 quarters.
Y.D. More Investments's WisdomTree US SmallCap Dividend Fund position peaked at $65.1K in Q2 2023.
294 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2023.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.