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Continuum Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Continuum Advisory’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 		– Sell
-4,099
Closed -$131K – 677
2025
Q1 		$131K Buy
4,099
+71
+2% +$2.39K 0.02% 478
2024
Q4 		$138K Hold
4,028
– – 0.02% 462
2024
Q3 		$146K Hold
4,028
– – 0.02% 450
2024
Q2 		$125K Hold
4,028
– – 0.02% 455
2024
Q1 		$130K Buy
+4,028
New +$126K 0.02% 443

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

Continuum Advisory's DES Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 4,099 shares — an estimated $131K sold.

Continuum Advisory first reported a position in DES in Q1 2024 and held it in 5 quarters. The position peaked at $146K in Q3 2024. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Continuum Advisory reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 4,099 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $131K.
  • Continuum Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's WisdomTree US SmallCap Dividend Fund position peaked at $146K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.