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

Accredited 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
Q2 		– Sell
-500
Closed -$16K – 378
2025
Q1 		$16K Hold
500
– – 0.01% 202
2024
Q4 		$17.2K Buy
+500
New +$17.7K 0.02% 207

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Accredited Wealth Management's DES Position: Q2 2025 in Review

Accredited Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 500 shares — an estimated $16K sold.

Accredited Wealth Management first reported a position in DES in Q4 2024 and held it in 2 quarters. The position peaked at $17.2K in Q4 2024. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Accredited Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 500 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $16K.
  • Accredited Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $17.2K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.