EWA
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EverSource Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

EverSource Wealth Advisors’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
-456
Closed -$14.6K – 4276
2025
Q1 		$14.6K Hold
456
– – ﹤0.01% 1884
2024
Q4 		$15.7K Hold
456
– – ﹤0.01% 1757
2024
Q3 		$15.7K Hold
456
– – ﹤0.01% 1610
2024
Q2 		$15.9K Buy
+456
New +$14.3K ﹤0.01% 1613

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

EverSource Wealth Advisors's DES Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 456 shares — an estimated $14.6K sold.

EverSource Wealth Advisors first reported a position in DES in Q2 2024 and held it in 4 quarters. The position peaked at $15.9K in Q2 2024. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 456 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $14.6K.
  • EverSource Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $15.9K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.