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

Coppell Advisory Solutions’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 Q1	–	Sell	-55	Closed	-$1.88K	–	683
2024 Q4	$1.88K	Hold	55	–	–	﹤0.01%	1547
2024 Q3	$1.89K	Sell	55 -189	-77%	-$6.28K	﹤0.01%	1454
2024 Q2	$7.6K	Buy	+244	New	+$7.67K	﹤0.01%	1092
2023 Q4	$1.77K	Sell	55 -62	-53%	-$1.8K	﹤0.01%	1309
2023 Q3	$3.33K	Buy	117 +62	+113%	+$1.82K	﹤0.01%	791
2023 Q2	$1.59K	Buy	+55	New	+$1.53K	﹤0.01%	1051
2023 Q1	–	Sell	-117	Closed	-$3.33K	–	409
2022 Q4	$3.33K	Buy	+117	New	+$3.36K	﹤0.01%	793

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 $27.4B AUM 24.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's DES Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 55 shares — an estimated $1.88K sold.

Coppell Advisory Solutions first reported a position in DES in Q4 2022 and held it in 7 quarters. The position peaked at $7.6K in Q2 2024. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

Coppell Advisory Solutions reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 55 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $1.88K.
Coppell Advisory Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $7.6K in Q2 2024.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.