BFS
DES icon

Bradley Foster & Sargent’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bradley Foster & Sargent’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
-6,692
Closed -$213K – 543
2025
Q2 		$213K Buy
+6,692
New +$206K ﹤0.01% 523

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

Bradley Foster & Sargent's DES Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 6,692 shares — an estimated $213K sold.

Bradley Foster & Sargent first reported a position in DES in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 6,692 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $213K.
  • Bradley Foster & Sargent first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Bradley Foster & Sargent's WisdomTree US SmallCap Dividend Fund position peaked at $213K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.