CIBC Private Wealth Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CIBC Private Wealth Group’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 Q4	$217K	Hold	6,485	–	–	﹤0.01%	1151
2025 Q3	$218K	Hold	6,485	–	–	﹤0.01%	1144
2025 Q2	$206K	Buy	6,485 +788	+14%	+$24.3K	﹤0.01%	1120
2025 Q1	$160K	Buy	5,697 +525	+10%	+$17.7K	﹤0.01%	1162
2024 Q4	$175K	Hold	5,172	–	–	﹤0.01%	1207
2024 Q3	$178K	Hold	5,172	–	–	﹤0.01%	1238
2024 Q2	$159K	Hold	5,172	–	–	﹤0.01%	1209
2024 Q1	$167K	Sell	5,172 -1,455	-22%	-$45.5K	﹤0.01%	1198
2023 Q4	$213K	Buy	+6,627	New	+$192K	﹤0.01%	1047
2019 Q1	–	Sell	-12,099	Closed	-$297K	–	933
2018 Q4	$297K	Sell	12,099 -282	-2%	-$7.67K	﹤0.01%	777
2018 Q3	$368K	Buy	12,381 +348	+3%	+$10.5K	﹤0.01%	833
2018 Q2	$357K	Buy	12,033 +10,583	+730%	+$305K	﹤0.01%	833
2018 Q1	$40K	Sell	1,450 -2,528	-64%	-$71.3K	﹤0.01%	1209
2017 Q4	$116K	Buy	+3,978	New	+$113K	﹤0.01%	1008

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

CIBC Private Wealth Group's DES Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2025 at 6,485 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

CIBC Private Wealth Group first reported a position in DES in Q4 2017 and has held it in 14 quarters since. The position peaked at $368K in Q3 2018. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

CIBC Private Wealth Group held 6,485 shares of WisdomTree US SmallCap Dividend Fund worth $217K as of Q4 2025.
CIBC Private Wealth Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1151 holding.
CIBC Private Wealth Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 14 quarters since.
CIBC Private Wealth Group's WisdomTree US SmallCap Dividend Fund position peaked at $368K in Q3 2018.
340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.