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

Abound 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
2025
Q4 		– Sell
-61
Closed -$2.06K – 1452
2025
Q3 		$2.06K Buy
+61
New +$2.03K ﹤0.01% 811

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abound Wealth Management's DES Position: Q4 2025 in Review

Abound Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2025, closing a stake of 61 shares — an estimated $2.06K sold.

Abound Wealth Management first reported a position in DES in Q3 2025 and held it in 1 quarter. The position peaked at $2.06K in Q3 2025. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

  • Abound Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 61 WisdomTree US SmallCap Dividend Fund shares in Q4 2025, an estimated $2.06K.
  • Abound Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $2.06K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.