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Creekmur Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Creekmur Asset Management’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 		$18.2K Sell
541
-204
-27% -$6.78K ﹤0.01% 449
2025
Q2 		$23.7K Buy
745
+470
+171% +$14.5K ﹤0.01% 421
2025
Q1 		$8.79K Buy
+275
New +$9.25K ﹤0.01% 501

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

Creekmur Asset Management's DES Position: Q3 2025 in Review

Creekmur Asset Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 27% in Q3 2025, selling an estimated $6.78K and leaving 541 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Creekmur Asset Management first reported a position in DES in Q1 2025 and has held it in 3 quarters since. The position peaked at $23.7K in Q2 2025. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • Creekmur Asset Management held 541 shares of WisdomTree US SmallCap Dividend Fund worth $18.2K as of Q3 2025.
  • Creekmur Asset Management sold 204 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $6.78K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #449 holding.
  • Creekmur Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 3 quarters since.
  • Creekmur Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $23.7K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.