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

Bellwether 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
2025 Q3	–	Sell	-170	Closed	-$5.4K	–	244
2025 Q2	$5.4K	Hold	170	–	–	﹤0.01%	414
2025 Q1	$5.43K	Hold	170	–	–	﹤0.01%	365
2024 Q4	$5.84K	Buy	+170	New	+$6.01K	﹤0.01%	369
2023 Q2	–	Sell	-170	Closed	-$4.86K	–	175
2023 Q1	$4.86K	Hold	170	–	–	﹤0.01%	307
2022 Q4	$4.83K	Hold	170	–	–	﹤0.01%	314
2022 Q3	$4K	Hold	170	–	–	﹤0.01%	332
2022 Q2	$4K	Hold	170	–	–	﹤0.01%	292
2022 Q1	$5K	Hold	170	–	–	﹤0.01%	358
2021 Q4	$5K	Hold	170	–	–	﹤0.01%	392
2021 Q3	$5K	Hold	170	–	–	﹤0.01%	363
2021 Q2	$5K	Sell	170 -112	-40%	-$3.62K	﹤0.01%	314
2021 Q1	$8K	Hold	282	–	–	﹤0.01%	266
2020 Q4	$7K	Buy	+282	New	+$6.84K	﹤0.01%	251

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bellwether Advisors's DES Position: Q3 2025 in Review

Bellwether Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 170 shares — an estimated $5.4K sold.

Bellwether Advisors first reported a position in DES in Q4 2020 and held it in 13 quarters. The position peaked at $8K in Q1 2021. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

Bellwether Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 170 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $5.4K.
Bellwether Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $8K in Q1 2021.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.