CIAS
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CBIZ Investment Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CBIZ Investment Advisory Services’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
2026
Q1 		– Sell
-891
Closed -$29.8K – 499
2025
Q4 		$29.8K Buy
+891
New +$29.8K ﹤0.01% 204

Other funds holding DES

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CBIZ Investment Advisory Services's DES Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 891 shares — an estimated $29.8K sold.

CBIZ Investment Advisory Services first reported a position in DES in Q4 2025 and held it in 1 quarter. The position peaked at $29.8K in Q4 2025. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 891 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $29.8K.
  • CBIZ Investment Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $29.8K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.