Better Money Decisions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Better Money Decisions’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	$306K	Buy	9,648 +68	+0.7%	+$2.09K	0.19%	63
2025 Q1	$306K	Buy	9,580 +446	+5%	+$15K	0.2%	60
2024 Q4	$314K	Buy	+9,134	New	+$323K	0.22%	55
2023 Q1	–	Sell	-7,551	Closed	-$215K	–	65
2022 Q4	$215K	Buy	+7,551	New	+$217K	0.19%	61
2022 Q3	–	Sell	-7,035	Closed	-$199K	–	145
2022 Q2	$199K	Hold	7,035	–	–	0.17%	56
2022 Q1	$224K	Sell	7,035 -1	-0%	-$32	0.21%	55
2021 Q4	$231K	Buy	7,036 +2,436	+53%	+$78.8K	0.19%	59
2021 Q3	$142K	Buy	4,600 +800	+21%	+$25.1K	0.12%	88
2021 Q2	$121K	Buy	+3,800	New	+$123K	0.11%	90

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

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 $30.4B AUM 27.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Better Money Decisions's DES Position: Q2 2025 in Review

Better Money Decisions increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.71% in Q2 2025, buying an estimated $2.09K and bringing the position to 9,648 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #63.

Better Money Decisions first reported a position in DES in Q2 2021 and has held it in 9 quarters since. The position peaked at $314K in Q4 2024. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

Better Money Decisions held 9,648 shares of WisdomTree US SmallCap Dividend Fund worth $306K as of Q2 2025.
Better Money Decisions bought 68 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $2.09K.
WisdomTree US SmallCap Dividend Fund made up 0.19% of Better Money Decisions's portfolio in Q2 2025, its #63 holding.
Better Money Decisions first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and has held it in 9 quarters since.
Better Money Decisions's WisdomTree US SmallCap Dividend Fund position peaked at $314K in Q4 2024.
323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.