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Baldwin Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-371
Closed -$12.8K – 430
2024
Q3 		$12.8K Buy
+371
New +$12.3K ﹤0.01% 758

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldwin Wealth Partners's DES Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 371 shares — an estimated $12.8K sold.

Baldwin Wealth Partners first reported a position in DES in Q3 2024 and held it in 1 quarter. The position peaked at $12.8K in Q3 2024. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 371 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $12.8K.
  • Baldwin Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $12.8K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.