EW
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Element Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Element Wealth’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
-138
Closed -$4.74K – 170
2024
Q4 		$4.74K Hold
138
– – ﹤0.01% 265
2024
Q3 		$4.76K Hold
138
– – ﹤0.01% 261
2024
Q2 		$4.3K Buy
+138
New +$4.34K ﹤0.01% 266

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

Element Wealth's DES Position: Q1 2025 in Review

Element Wealth sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 138 shares — an estimated $4.74K sold.

Element Wealth first reported a position in DES in Q2 2024 and held it in 3 quarters. The position peaked at $4.76K in Q3 2024. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Element Wealth reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 138 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $4.74K.
  • Element Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and held it in 3 quarters.
  • Element Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $4.76K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.